02 9486 3250 [email protected]

Independent Personal Financial Planning and Investment Advice

Independent Personal Financial Planning and Investment Advice

We no longer offer services which require an Australian Financial Services Licence (AFSL). This Licence is in the process of being cancelled due to the substantially increased cost of retaining it.

In summary, an AFSL enables  a practitioner to give you personal investment, superannuation and financial planning advice .

 

 

 

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

CPD POLICY