Financial Planning Services


 

We provide a suite of services in providing expert financial advice:

  • Self Managed Super Loans, establishment, and administration
  • Financial Planning for Doctors, Medical Professionals and Business Owners
  • Wealth Protection Advice
  • Financial Advice for Divorcing Couples
  • Retirement Pension & Centrelink Advice
  • Financial Advice for Home Buyers (Mortgage Broker Perth)
  • FIFO Exit Strategy
 

About Our Services

Our take on financial advice is a little different to most other firms. We take more of an academic approach to the process of financial advice, verses the sales based conflicted advice promoted by the banks and institutionally owned advice firms. 

 

Transparent Advice

Discouraging a sale based culture and deploring nepotism in what we do is my aim. My advice is based on years of experience helping individuals, families and businesses, and decade of post graduate learning, not a 'diploma' received from mailing a cut out from the back of a box of breakfast cereal. 

I am a Fee For Service Financial Planner. I am authorised to provide financial advice through MyPlanner Australia Pty Ltd, an Independently owned Australian Financial Services Provider
(AFSL 345905)

 

 


4.png

   Our qualifications               

  • Masters Degree in Applied Finance and Investment

  • Graduate Diploma in Financial Planning

  • Graduate Certificate in Australian Mig Law

  • Bachelor of Commerce(Business Law & Legal Studies) 

   Our Licences

  • Accredited Senior Financial Adviser

  • Accredited Self Managed Super Adviser

  • Registered Financial (Tax) Advisor 

  • ASIC Authorised Rep # 344255