鈥� Providing genuine, transparent and comprehensive financial planning advice (Fee For Service)
鈥� Building a strong relationship with Accountants, Mortgage Brokers and Tax Accountants
鈥� Providing ongoing adviser services to review existing investments and insurances
鈥� Generating referrals through business associates, print & online marketing and viral marketing.
Major Achievement: Successfully launched the business and getting support from business associates who see my services as genuine value addition to their businesses. Managing good amount of quality client base in short time frame.
Award: Winner of 2012 Best Businesses Awards in Financial Planning in Melbourne by Word of ...
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income protectionfinancial planningsuperannuationinvestingfinancial adviceretirment planninglife insurance
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