I often have conversations with people who struggle to understand what it is, that a financial adviser does. Questions about who or how I can help... I’ve done my best...
Tag: Fee-for-service
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The information contained in the ‘Surf Coast Wealth Management’ Blog page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.
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Get in touch
Daniel Twentyman | B.Bus.(App Eco) Dip.F.S.(FP)
Financial Planner – Authorised Representative
0410 123 200
PO Box 810 Torquay Vic 3228
Lifespan Financial Planning Pty Ltd | ABN 23 065 921 735
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