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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 |
| |
| Business Name: |
Timothy Dent Financial Service |
| Principal: |
Timothy Dent |
| Telephone: |
(02) 8215.1524 |
| Email: |
timothydent@gmail.com |
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| Business Name: |
Fortitude Private Wealth |
| Principal: |
Luke Rathborne |
| Telephone: |
(02) 8215 1560 |
| Email: |
luke@fortitudepw.com.au |
| Areas of Practice: |
Management of Family Super Funds (SMSFs)
Individually Managed Investment Portfolios (including direct share portfolios)
Wealth Creation & Debt Reduction Strategies
Retirement Planning
Life Insurance |
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| Business Name: |
Genesys Wealth |
| Principal: |
Anthony Newtown |
| Telephone: |
(02) 8215.1511 |
| Email: |
anthony.newton@genesyswealth.com.au |
| Website: |
http://www.genesyswealth.com.au |
| Areas of Practice: |
Planning Financial Independence
SMSF Specialist Advice
Portfolio Management |
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| Business Name: |
M Fnancial Planning |
| Principal: |
Michael Morrison |
| Telephone: |
(02) 8215.1598 |
| Email: |
michael@mfinplan.com.au |
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| Business Name: |
PSK Financial Services |
| 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.psk.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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| Business Name: |
Ross Financial Advisors |
| Principal: |
Ross Reid |
| Telephone: |
(02) 8215.1537 |
| Email: |
robert.ross@rossfinancial.com.au |
| Areas of Practice: |
Financial Planning |
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