02 9486 3250 [email protected]

Independent Personal Financial Planning and Investment Advice

We no longer offer services which require an Australian Financial Services Licence (AFSL). We have applied to ASIC to cancel this Licence, due to the substantially increased cost of retaining it.

In summary, an AFSL enables a practitioner to provide you with personal investment and life insurance services.

Continuing Professional Development Policy – once the cancellation has been processed and accepted by ASIC, this CPD Policy will be irrelevant and will be removed.

CPD POLICY