Adviser employed by privately owned practice based in North West Tasmania for last 7 years.
Experienced in providing holistic advice, helping people achieve their vision for the future
Interest areas include retirement planning, investment strategies for SMSF and super/non-super strategies.
Me and my partner were looking for a new direction heading into the retirement years. We had a Self Managed Fund plus a mixture of other assets, shares and cash holdings. We approached Glenn with the view of closing the SMSF and simplifying our portfolio. From the very first discussion with Glenn, we both felt comfortable with his presentation and advice and were delighted to find that he communicated on a level that was clear, concise and easy for us to understand. Glenn mapped out a proposal going forward and assisted us with closing the SMSF. and setting up a Pension Income, an Investment portfolio, Superannuation and asset management into the future. Glenn has always responded promptly to any queries that we have had with the portfolio. He was also of great help when dealing with government departments on other issues
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Certificate in Financial Services
Mancell Financial GroupLevel 1, 41 Mount St
Burnie, TAS 7320
- 8:00am – 5:00pm Monday – Friday
FYG Planners Pty Ltd