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Services we offer

As independent financial planners we are able to put your interests before our own. Our recommendations are not influenced by commission payments or 3rd party obligations and we don’t have any conflicts of interest. This means we can advise you freely and focus on the strategies and advice you really need. We are qualified and experienced to advise you in the following areas.

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This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax advice prior to acting on this information.Opinions constitute our judgement at the time of issue and are subject to change. Financial Planning Expert Pty Ltd does not give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
© Copyright 2013 – 2017 Financial Planning Expert Pty Ltd

ABN: 71 545 756 841 Australian Financial Services License: 402042

Phone: (03) 5974 4350

Email: info@financialplanningexpert.com.au

 

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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.