Community based financial planning practice. Over 35 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 13 years as a financial planner (10 years as a Certified Financial Planner), plus a further 8 years outside the industry as a local small business owner.Strong sense of community with a personal belief of the need to give back to the community for no financial gain. 19 years living in the 2446 postcode.Not owned by a bank or insurance company. Advice provided is not influenced by the use of in-house investment and insurance products.Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI’s, advice is provided in the best interests of clients.CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to.Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.CORE SERVICESManaged InvestmentsSuperannuation - retail, corporate, industry, SMSF, Retirement Savings AccountsPersonal risk insurance - life, total and permanent disability, income protection, traumaBusiness risk insurance - keyperson, buy/sell, business expensesRetirement PlanningAged CareEstate PlanningCentrelinkNON-CORE SERVICESSecurities (non-advice, transaction only)Commercial insurance
At Super Accounts we help you keep on top of your business. We look after your compliance needs, but even more importantly we focus on keeping your business running profitably, efficiently and tax effectively.Self Managed Super Funds are a specialty. We can take care of all the hefty compliance requirements and ensure that your SMSF is working with you towards a comfortable retirement.Sole traders and individual tax payers are just as important as 'the big guy'!