BPM Financial Pty Ltd
-
Level 17, 40 Mount St, North Sydney 2060 NSW
- 1300276346
- Visit Website
- BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.
- State: New South Wales
- Region: Sydney Lower North Shore
- Suburb: North Sydney
- Postcode: 2060
- Business Type: Investing
- Profile: BPM Financial Pty Ltd is a Investing company located at North Sydney, New South Wales Australia, address is Level 17, 40 Mount St, North Sydney 2060 NSW, postcode is 2060, you can contact BPM Financial Pty Ltd by phone 1300276346
- Description:
We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event. Our aim is to provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns. By taking a holistic approach and spending time to understand your specific needs, BPM Financial is able to translate your lifestyle goals into an achievable financial strategy, allowing you to reach your aspirations sooner. We can provide advice on a broad range of investments, including direct shares, managed funds, direct property and personal insurance. BPM Financial Pty Ltd is a Corporate Authorised Representative AFSL No. 344410 of My Adviser Pty Ltd AFSL/ACL No. 238307. My Adviser provides BPM Financial with a range of facilities, including compliance, technical support and investment research to allow BPM Financial to provide high quality financial advice to you. My Adviser Pty Ltd is licensed by the Australian Securities and Investment Commission (ASIC) as an Australian Financial Services Licensee and Australian Credit Licensee and is a Principal Member of the Financial Planning Association. My Adviser is privately owned, with no ownership from any bank or insurance company. BPM Financial enjoys professional access to all the major institutions and their relevant products, but rather than acting for one particular financial institution, BPM Financial acts for you. BPM Financial is owned and operated by Ben Maw, who holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER . Ben has over 12 years experience in providing financial advice and prides himself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice he provides. - Services:
Investing
Service Options
RolloversBondsAsset ManagementDebenturesPortfolio ManagementSharesConsultingRetirement PlanningFund ManagementInvestment TrustsAnnuities
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