We are a financial planning practice and Corporate Authorised Representative (311678) of Australian Financial Services Limited (Licencee 297239) the largest adviser owned Financial Dealer Group in Australia.
Authorised Representatives are:
Tony Nicol AR: 238637
John Cook AR: 238587
We operate throughout NSW with offices in Dubbo and Newcastle.
We have two Advisers with a combined 29 years of experience in the industry and two full time clerical support staff.
We provide support and advice to people in managing their current and future personal financial affairs. We particularly like to assist those people who take their financial affairs seriously enough that they want to treat their own financial management like a business.
Given current financial markets we are assisting both existing and new clients;
- To focus on their personal expenditures with a view to ensuring their capacity to afford their current lifestyle now and into the future, and
- To create wealth by taking advantage of the opportunities available to investors by the historically low market valuations.
In the same market conditions, the recently simplified superannuation rules have provided a great opportunity for those who wish to commit funds for their long term future, to gain significant growth through sound investment practices now.
Administration:
Daryl Hogbin Office Manager/Client Services
Mary Bunyan Client Services Officer/Receptionist