Request a Quote

Date: 27 Aug 2015
Cat: Business

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
Estate planning
Tax planning
Advice for Australian Expatriates

If you are looking for financial advice you can trust, contact Financial Planning Expert or phone (03) 9708 8126.


It's only fair to share...Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedInPin on Pinterest