Earlier last month, I met with a new financial planning client, who stipulated her preference for ethical investing. I explained that although ethical funds are a terrific idea, they are...
Month: June 2019
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Daniel Twentyman | B.Bus.(App Eco) Dip.F.S.(FP)
Financial Planner – Authorised Representative
0410 123 200
PO Box 810 Torquay Vic 3228
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PO Box Q1917 Queen Victoria Building 1230 NSW
20man Enterprises Pty Ltd, T/a Surf Coast Wealth Management (ABN 32609869203), is a Corporate Authorised Representative (ASIC No 1239708) of Lifespan Financial Planning Pty Ltd (“Lifespan”) Australian Financial Services Licensee Number 229892, ABN 23 065 921 735. Daniel Twentyman is an Authorised Representative (ASIC No. 444357) of Lifespan. For Australian Residents Only. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.
© July 2020