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Our Philosophies and Values

As an independent advice business, we work for you and put your interests before our own. We don’t have any conflicts of interest. Because of this, we can hold ourselves accountable to values that are uncompromised:

1) We believe in putting our clients’ interests before our own;

2) We believe in providing advice based on evidence and research;

3) We believe in maintaining our professional skills at the highest possible level; and above all,

4) We believe in providing advice that can be trusted.

These values have enabled us to build strong and lasting relationships with our clients.

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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.