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Financial Planners |
| Business Name: |
Bennelong Private Wealth |
| Principal: |
Bill Raffle |
| Telephone: |
(02) 8215.1514 |
| Email: |
braffle@bennelongprivatewealth.com.au |
| Website: |
http://www.bennelongprivatewealth.com.au |
| Areas of Practice: |
Financial Planning
Superannuation |
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| Business Name: |
Capel & Associates |
| Principal: |
Richard Capel |
| Telephone: |
(02)8252.7571 |
| Email: |
rick@capel-associates.com.au |
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| Business Name: |
Genesys Wealth |
| Principal: |
Anthony Newtown |
| Telephone: |
(02) 8215.1511 |
| Email: |
anthony.newton@genesyswealth.com.au |
| Website: |
http://www.apfs.com.au |
| Areas of Practice: |
Planning Financial Independence
SMSF Specialist Advice
Portfolio Management |
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| Business Name: |
McIntosh Financial Planning Pty Ltd |
| Principal: |
John Worthington |
| Telephone: |
(02) 9267.2299 |
| Email: |
johnworth@bigpond.com.au |
| Principal: |
Ranald Stewart |
| Telephone: |
(02) 9283.9350 |
| Email: |
ranaldstewart@ozemail.com.au |
| Website: |
http://www.mcintoshfp.com.au |
| Areas of Practice: |
Wealth creation and protection.
Portfolio structuring and management.
Tax and Estate Planning (including tax-effective business structures).
Advice on termination of employment.
Superannuation (including Self Managed Superannuation Funds) and retirement planning.
Debt reduction strategies.
Placement of direct investments and managed funds. |
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| Business Name: |
My Personal CFO |
| Principal: |
Scott Johnston |
| Telephone: |
(02) 9986.0277 |
| Website: |
http://www.mypersonalcfo.com.au |
| Areas of Practice: |
Financial Planners
Licenced Finance Brokers
Licenced Insurance Brokers |
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