Indian Ocean Financial Services
-
Suite 1, 31-33 Hosken St, Geraldton 6530 WA
- 08 9950 0349
- Visit Website
- Truly local and independent financial advice by a Certified Financial Planner and Taxation Adviser
- State: West Australia
- Region: Central Coast
- Suburb: Geraldton
- Postcode: 6530
- Business Type: Investing
- Profile: Indian Ocean Financial Services is a Investing company located at Geraldton, West Australia Australia, address is Suite 1, 31-33 Hosken St, Geraldton 6530 WA, postcode is 6530, you can contact Indian Ocean Financial Services by phone 08 9950 0349
- Description:
I am a director and senior adviser of Indian Ocean Financial Services (IFSWA) which is located near the shopping centre of Bluff Point, a suburb of the City of Geraldton . Our company focusses on providing strategic and investment solutions for small business clients, professionals, teachers, blue collar workers and SMSF. One of these solutions is our customised ethical share portfolio offered through our own administration platform. Our business philosophy includes the goal of minimising our carbon footprint while educating awareness of ethical and sustainable behaviour through investment choice. We are proud to back up those statements by setting the example: 1) We refund all investment and insurance commission back if you commit to one of our ongoing service packages. In other words, we charge a (non-%) fee only. 2) We minimise our business carbon foot print by sourcing 100% of our energy needs from our own renewable energy installation situated on the roof of our building. Finally, I am a Certified Financial Adviser, Bachelor of Business and Master of Taxation with ethical investment and financial planning experience of more than 10 and 15 years respectively. If you would like to know how we can help you please check out our website or give me a call. - Payment Options:
Direct DepositCheque
- Services:
Investing
Service Options
RolloversAnnuitiesAsset ManagementMoney Market ServicesPortfolio ManagementBusiness InvestmentsConsultingInvestor EventsBondsSharesFund ManagementRetirement PlanningInvestment Trusts
Google Map of Indian Ocean Financial Services address: Suite 1, 31-33 Hosken St, Geraldton 6530 WA.
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