A lot goes on at your Initial meeting with a Financial Adviser. In essence, they will work with you to identify both your short and long-term objectives, then assess if...
Tag: General Advice
General Advice Warning
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.
You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should also consider the appropriate Product Disclosure Statement (PDS) before making any decision to acquire a product.
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