As the prinicpal adviser of Summit Wealth Group (Tyrol Holdings Pty Ltd ATF Tyrol Investment Trust Trading As Summit Wealth Group) we have developed a consultative approach to design practical and affordable solutions to maximize our clients financial position.
How long has it been since you took the time to plan your financial future?
Having practiced in personal and business advisory roles over 15 years, our down to earth approach ensures we gets things done on time.
Your initial meeting is at our expense. If we uncover the need for advice we will quote you a fixed fee at the end of the meeting.
Contact the office on 03 95090928 to make an appointment.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Summit Wealth Group
Waterman Business Centre, Suite 25, Level 2, 1341 Dandenong RoadChadstone, VIC 3148
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
