Plus Seven Financial Management is a premier Financial Planning practice, located in Rose Park.
As a premier wealth partner, we work in conjunction with our clients to align their finances with what's important to them and ensure they are on the path towards financial success - whatever that means!
Our wealth boutique is uniquely positioned to provide holistic and tailored financial planning solutions with a focus on client outcomes, personal and attentive service.
With an in-house accountant, we're able to provide a full suite of wealth management services.
As a holistic wealth management practice, our advisers address all areas of advice including: Budgeting & Cash flow Control, Tax Effective investing, Portfolio Construction, Investment, Life and Income Protection insurance, Superannuation, Retirement Planning, Centrelink and Aged Care Solutions
Andre is proud to be a member of the Financial Planning Association (FPA) as a Financial Planner AFP ® and member of the Association of Financial Advisers (AFA) along with a Bachelor of Accounting (Corporate Finance).
- Adviser status Silver
- First year providing advice 2016
- Years of experience 8
- Bachelor of Commerce (Accounting)
South Eastern Wealth226 Magill Rd
Beulah Park, SA 5067
Lifespan Financial Planning