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Company Profile

Financial Planning Expert is an independent financial planning practice specialising in self-managed super fund (SMSF) advice for retirees and pre-retirees.

Financial Planning Expert holds its own Australian Financial Services License (402042) issued by the Australian Securities & Investments Commission (ASIC). We don’t represent a bank, life insurance company, fund manager or superannuation fund, nor are we affiliated with any institution.

Our services include:

  • Self-managed super advice and strategy
  • Direct share advice and portfolio management
  • Australian residential property advice
  • Estate planning
  • Tax planning
  • Life insurance advice

If you are looking for financial advice you can trust, contact Financial Planning Expert or phone (03) 5974 4350.

 

 

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  • About Financial Planning Expert

    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.