Financial Planning Expert
About Financial Planning Expert
Financial Planning Expert is an independent financial advice business specialising in advice for employees, retirees and Australian expatriates.
Financial Planning Expert holds its own Australian Financial Services License (402042) issued by the Australian Securities & Investments Commission (ASIC). We don’t represent a bank, life insurance company, fund manager or superannuation fund, nor are we affiliated with any institution.
Our services include:
Comprehensive financial planning
Direct share advice and portfolio management
Australian residential property advice
Self-managed super advice and strategy
Advice for Australian Expatriates
If you are looking for financial advice you can trust, contact Financial Planning Expert or phone (03) 9708 8126.