



Contact: Doug JordanPO Box 72 Telephone: |
Authorised Representative
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Advertiser since:
17 March 2009
Organisation Name: Approved Financial Planners
Focus: helping you establish a firm financial base following a relocation to Perth
and advice on how to manage your money in Western Australia.
Details:
This information has been collected from the Approved Financial Planners Website on 16 March 2009.
Information from the Approved Financial Planners Website |
| Between Rex, Tony, and David and Doug we have over 60 years of combined experience in the financial planning industry. We are committed to providing expert advice and financial industry. We are committed to providing expert advice and financial solutions to all of our clients. Tony also specialises in advice for the hearing impaired community |
Financial Services Guide available for download on their website.
General advice we provide |
Advice we specialise in |
| * Small business advice * Banking solutions * Estate planning * Salary packaging * Debt management * Group insurance * Company insurance |
* Retirement planning * Financial planning * Investment planning * Superannuation * Wealth management * Wealth protection |
Approved Financial Planners Staff |
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The team: Rex, Karen, Tony, Lois, David and Doug |
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Financial planning advice helps you plan and manage your money to work towards making your dreams and goals become a reality.
Whatever your situation, there are 7 key building blocks (sometimes called 'strategies') that we can use, in combination, to help make the most of your money.
Budgeting, Investing, Managing Debt, Managing Tax, Super, Protection, Social Security
We are accredited by AMP Financial Planning and are authorised to provide advice on a wide range of products and services including those from 19 different fund managers.
How can a financial planner help you?We are trained and competent to advise on a range of matters, including: |
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Weekly economic reports A summary of market events and a market and economic round-up
Newsletter Read our regular newsletter with educational articles on financial and lifestyle matters.
Popular links
Australian Securities and Investments Commission http://www.asic.gov.au
Australian Taxation Office http://www.ato.gov.au
Centrelink http://www.centrelink.gov.au
Financial Planning Association http://www.fpa.asn.au
Australian Stock Exchange http://www.asx.com.au
More information:
Is available on the Approved Financial Planners website
http://www.approvedfp.com.au
Moving to Perth (Logo Link)
Welcome to Perth (Text Link)
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