I commenced in the Financial Services Industry in 1982 and absolutely committed on what I do and to my clients. I can help you along the way to build wealth and protect your assets and income on your journey to retirement.
My skills include -
Account Based Pensions.
Life insurance including Total & Permanent Disablement, Trauma Insurance and Income protection.
Estate Planning/ Succession Planning.
I have had a vast amount of life experiences and can use those experience to also assist you in times of need.
My first Appointment is free for up to 2 hours and any general advice is usually not charged for.
Going forward my fees are discussed after our first meeting and signed off on when I am authorised to proceed to the next step.
Fees are discussed after the first 2 hour free appointment. ( 2 hours is the maximum free appointment)
- Adviser status Silver
- First year providing advice 1982
- Years of experience 42
- Insurance Planning (Principles and Applications)
- Approved Gearing
- ASIC PS 146
- Superannuation and Retirement Planning
- Upgrade Risk Insurance
De-Finite Financial Planning192-194 Main North Road
Clare, SA 5453
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd