CFP®, CERTIFIED FINANCIAL PLANNER®,
With the exception of any services listed below, I am authorised to provide the services as outlined in the our services section of the FSG
I am also an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options.
I provide mortgage and finance broking activities, including assisting you to apply for a loan, relating to:
- Residential mortgages and home loans
- Retirement planning
- Financial planning
- Small business advice
- Banking solutions
- Investment planning
- Estate planning
- Assisting me in my office is Carmel Smarrelli (Personal Assistant). Please contact her at anytime and she will assist you if I am unavailable. You will find Carmel very friendly and helpful.