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Financial Planning

We provide an initial consultation, which generally takes approximately 2 hours, at a discounted rate of $350.

 

Deb 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

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Self-Managed Superannuation Funds.

Deb is 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
     

Deb holds 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

Deborah McWilliam is an Authorised Representative No. 244951 of Professional Investment Services Pty Ltd ABN 234951 AFSL 11 074 608 55 Telephone: 1300 557 598

Email: profinvest@cpal.com.au

Website: www.centrepointalliance.com.au

FSG: www.centrepointalliance.com.au/fsg

Complaints link: www.centrepointalliance.com.au/complaints

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The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice.  We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Deborah McWilliam nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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