Name: Financial Planning Expert Pty Ltd
Address: 242 Hawthorn Rd, Caulfield North, VIC, 3161, AU
Telephone: 0397088126

Financial Planning Expert Pty Ltd

242 Hawthorn Rd, Caulfield North 3161 VIC
03 9708 8126
03 9708 8126
Visit Website
We are an independent financial planning firm. This makes us different from other firms. Being independent means we can provide the best advice for clients under all circumstances.
State: Victoria
Region: Melbourne Greater Metro
Suburb: Caulfield North
Postcode: 3161
Business Type: Investing

Profile: Financial Planning Expert Pty Ltd is a Investing company located at Caulfield North, Victoria Australia, address is 242 Hawthorn Rd, Caulfield North 3161 VIC, postcode is 3161, you can contact Financial Planning Expert Pty Ltd by phone 03 9708 8126
Description:
We are not affiliated with any financial institutions and we do not accept any commission payments from product providers. We can therefore guarantee our advice is free of any influences. Best advice is what we stand for. We work with singles, families and businesses and have clients in Melbourne, Sydney, Perth & Hobart. Specialties Comprehensive financial advice services including: Goal Setting Budgeting & Cashflow Management Financial Strategies (e.g. tax minimisation) Investment Strategy & Advice Asset Allocation Financial Structures (e.g. company, trust) Asset Protection (e.g. divorce, bankruptcy) Income Protection & Life Insurance Business Insurances (e.g. key person, share purchase) Business Succession Planning (e,g. retirement, death, disability, traumatic illness) Government Entitlements (Centrelink) Retirement Planning & Superannuation Self Managed Superannuation Funds (SMSFs) Estate Planning (e.g. Will's Power's of Attorney, Superannuation Death Benefit Nominations) Financial Planning Expert is a Professional Practice as awarded by the Financial Planning Association of Australia (FPA). This designation is reserved for practices that meet the highest professional standards in financial planning. Trent Alexander, the owner of Financial Planning Expert, is a Certified Financial Planner and sits on the Financial Planning Association's Professional Conduct Committee. The Committee is responsible for ensuring the appropriate regulatory framework is in place to support the professional practice of financial planning and ensure trust and confidence in financial planning among consumers. Trent is also a Specialist Advisor with the Self-Managed Super Fund Professionals' Association of Australia and is an Associate Member of the Tax Institute of Australia.
Services:
Investing
Service Options
Retirement PlanningFund ManagementPortfolio ManagementBondsAsset ManagementSharesRolloversInvestment TrustsAnnuities

Google Map of Financial Planning Expert Pty Ltd address: 242 Hawthorn Rd, Caulfield North 3161 VIC.

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