Financial Planning
I can provide financial advice and deal in financial products
in relation to the following areas:
- Financial Planning
- Risk Insurance
- Managed Investments
- Superannuation and Retirement Planning
- Estate Planning
- Tax (Financial) Advice
- Self Managed Superannuation Funds
- Direct Equities
Self Managed Superannuation Funds.
We are licenced to provide advice on all legislative and compliance aspects relating to your self managed superannuation fund. For example:
Investment Strategies,
Statements of Advice,
Commencing a Pension,
Commencing transition to Retirement Pension,
Meeting the contribution limits,
All aspects of SMSF compliance including annual ATO reporting requirements Investment advice
Estate Planning
I hold the following qualifications:
- Bachelor of Business
- CERTIFIED FINANCIAL PLANNER®
- Certificate of Self Managed Superannuation Funds
- Certified Practicing Accountant
- CPA (Specialist in Financial Planning)
- Certificate of Accredited Listed Product Adviser (ALPA)
Program