ASIC Adviser Number 001000233
Andras has been a Accounting Partner since 2006, a CPA since 1997 and a tax specialist for 17 years. Throughout his career, he has been dedicated to the needs of small to medium businesses, particularly in relation to taxation . He has a Bachelor of Commerce from Curtin University.
ASIC Adviser Number 001000231
Con provides a wealth of knowledge about financial planning including: self managed funds and all of the tax and estate planning issues that go along with them to his clients. Con has a Masters of Taxation from Curtin University, he is a CPA, a Fellow of the Tax Institute of Australia, and a SPAA accredited self managed superannuation advisor.
ASIC Adviser Number 001001285
David is an accomplished financial adviser with experience gained over 20 years in financial services. He has worked in a variety of roles and companies including Zurich Investment Management, Altium Capital Corporate Finance and Securities, and Bankwest Financial Advice. He is devoted to getting the best results for his clients, by taking the time to understand what they want and also need. His qualifications include a Postgraduate Diploma in Personal Financial Planning, is RG146 qualified.
ASIC Adviser Number 001247837
Jamie is passionate about providing an exceptional level of service. She works closely with clients, providing ongoing support throughout their financial journey. Jamie’s organised and thorough approach is highly valued by clients. Jamie’s qualifications include Diploma of Financial Planning.
Our mission is to consider your financial goals and life priorities and, after thoroughly considering your circumstances, provide a balanced and realistic plan to meet those goals.
- Explain any limitations in the advice we give you, either in product types or in product providers.
- Not misrepresent to you our skills, competency, experience, expertise, capacity or benefits we might receive.
- Clearly explain our professional services to you and document the professional relationship you agree to, including the specific services we will provide.
- Explain prior to the provision of any professional services, how we will charge you and the costs you will bear if you decide to go ahead.
- Explain the product and administration costs associated with our recommendations to you.
Defining the Scope of Engagment
1Our planners will meet with you and explain the process they will follow, find out your needs and make sure they can be met.
Identifying Your Goals
2During your meeting with us we will identify your short and long term financial goals – this stage serves as a foundation for developing your plan.
Assessing Your Financial Situation
3Our planners will take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
Preparing Your Financial Plan
4Our planners will recommend suitable strategies, products and services, and answers any questions you have.
Implementing the Recommendations
5Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, the planner may work with specialist professionals, such as an accountant or solicitor.
Reviewing the Plan
6Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.