What does a Financial Services Adviser do?

 Our Financial Services team is passionate about helping clients to meet their goals and aspirations, whether they be financial or lifestyle driven.

SERVICES PROVIDED BY FINANCIAL SERVICES INCLUDE:

  • Wealth Accumulation 

Investment and portfolio management

Gearing strategies

  • Personal Risk 

Life & TPD Insurance

Income Protection Insurance

Trauma and Living insurance

  • Retirement Planning  

Superannuation and retirement income

Self-Managed Superannuation

Estate and succession planning

Aged care planning

  • Debt Management 

Margin lending

Debt structuring

Cash Flow Management 

Personal budget planning


WHO ARE OUR CLIENTS?

Our clients range from young accumulators focusing on building their wealth, to retirees managing their retirement balance.

Our services suit a variety of clients, including individuals, companies, self-managed superannuation funds and trusts.


WHEN ARE WE BUSY?

Our workload tends to pick up in May and June, when clients are keen to finalise their financial affairs for the end of the financial year.


 WHERE DO WE WORK?

We work mainly in the office, but do get to visit clients personally from time to time.


 WHY WORK IN FINANCIAL SERVICES?

On a daily basis we use our knowledge in superannuation, economics, finance and tax law to deliver our clients the best results. 

We provide a wide range of services, which means a lot of variety in day to day tasks

Opportunity to help clients define their objectives and help achieve them over time

Exposure to different types of clients, including clients, trusts and companies

 

 

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A day in the life...

 

CONTACT US

What does a Financial Services Adviser do?
Lydia Kilshaw
(National)
(08) 9261 9125