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Berenice Roberts

East Coast Retirement Planning

Silver
23 Yrs Experience
Lennox Head, NSW 2478

Retirement specialist on North Coast of NSW. Specialising in NSW public sector defined benefit funds and retirement options. Assistance with Centrelink and superannuation strategies and managing income streams.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Silver
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

East Coast Retirement Planning

3 Silkwood Rd
Lennox Head, NSW 2478

Licensed by

Fintegrity Wealth Advisers Pty Ltd

AFSL 534971