Certified Financial Planner Directory


Phone: (07) 4683 0098 | 22D Bowen St, ROMA QLD 4455, Roma, QLD | Web: http://www.astutews.com.au

Our Certified Financial Planner can offer a range of services from Wealth Creation, Retirement Planning and Personal Insurance. Our adviser is a SMSF Specialist. Initial consultations are free and no obligation.

At Astute Wealth we are able to provide advice on the following services:-
• Life Insurance and risk management
• Pre and post retirement planning
• Retirement income
• Social security advice
• Investments
• Self-managed superannuation funds (SMSF)
• Wealth accumulation
• Wealth creation
• Gearing
• Superannuation and rollover advice
• Asset allocation and management advice

Certified Financial Planner Roma Financial Adviser Roma Financial Planner Roma Financial Plan Roma Retirement Roma
Astute Wealth Solutions

Phone: 1300 992 889 | GPO BOX 842, Melbourne, VIC | Web: http://www.refundeasy.com.au

Low/Fixed Fee Financial Planning and NO ADVICE Commission or Fee Refund Service for Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions, Margin Loans. Certified Financial Planner (CFP).

Do you want your sales commission refunded to you quarterly on:

* Superannuation?
* Managed Funds?
* Insurance Policies?
* Allocated Pensions?
* Margin Loans?

Do you want to find out more about our Fixed Price Fee For Service Financial Planning Service?

* Superannuation
* Managed Funds
* Insurance
* Allocated Pensions
* Margin Loans

REFUND EASY ... IT'S ALL ABOUT CHOICE!

Refund Easy is committed to providing investors with CHOICE in relation to fees, commissions and brokerage and fixed price financial planning. As a Certified Financial Planner (CFP) I am aware of the value financial planning can add. I am also aware that many people want to do their own thing and do not want to pay fees, commissions and brokerage to a financial planner.

We provide the following services:

NO ADVICE Commission or Fee Refund Service

Did you know you can be paying up to 0.6% trailing commission on Superannuation, Allocated Pensions, Managed Investments and Margin Loans & 10%-30% trailing commission on Income Protection, Disability Insurance, Death and TPD insurance. This can add up to hundreds if not thousands of dollars.

With our No Advice Service, we will refund it to you.

With our No Advice Service you only pay a small monthly fee of $25, which is deducted from your refunded fees, commissions and brokerage. Our No Advice Service refunds commission, sales fees and brokerage on: Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions & Margin Loans

Fixed Rate Financial Planning / Fee For Service Financial Planning

At Refund Easy, we also provide Fixed Rate / Fee for Service financial planning advice as a Certified Financial Planner (CFP) for: Superannuation Funds, SMSF, Allocated Pensions, Managed Investments, Insurance Policies & Margin Loans.

With our Fixed Rate Fee For Ser....

Commission Refund Service Melbourne Fee Refund Service Melbourne

Phone: (02) 9221 7777 | Level 12, 84 Pitt Street, Sydney, NSW

WLM specialise in Financial Planning for executives. All advisers are Certified (CFP) and charge on a fee for service basis. WLM are independently owned.

Certified Financial Planner Sydney Financial Planner Sydney Executive Financial Planning Sydney Independent Financial Adviser Sydney

Phone: (07) 3231 9001 | Unit 1, 9-11 Manning Street, South Brisbane, QLD

Batten Financial Services is a dynamic organisation committed to the success of your long term financial solutions through the principal of life-stage financial planning. Batten Financial Services now offers high quality bookkeeping services by a CA.

Life Insurance South Brisbane Financial Services South Brisbane Bookkeeping South Brisbane Death South Brisbane Superannuation South Brisbane

Phone: 0414 681 233 | Suite 23, 19 - 23 Bridge Street, Pymble, NSW

Raj Rajasingam, CFP, Holistic financial planning, superannuation and retirement planning, wealth accumulation, estate planning, personal insurances, budgetting and cashflow management, investment advice, portfolio management and ongoing monitoring

Personal Insurance Pymble Wills Pymble Superannuation Pymble Insurance Pymble Certified Financial Planner Pymble

Phone: (02) 9324 8854 | 44 Market Street, Sydney, NSW

www.sydneyfinancialadviser.com.au james@psk.com.au James Gerrard is a Certified Financial Planner specialising in financial planning for individuals in Sydney. Why settle for less? Get the best financial advice and your own financial plan from us.

Life Insurance Sydney Superannuation Sydney Certified Financial Planner Sydney Investing Sydney Financial Planner Sydney

Phone: (02) 4934 8844 | 8B/19 Mitchell Drive, East Maitland, NSW

Located in the Hunter in between Maitland & Newcastle, we specialise in Self Managed Super Funds, Superannuation advice, business accounting & taxation. We offer helpful advice for over 45 year olds with funds to invest to plan for your retirement

Superannuation East Maitland Certified Financial Planner East Maitland Cfp East Maitland Financial Planner East Maitland CPA East Maitland

Phone: (03) 5985 6920 | 2273 Point Nepean Rd, Rye, VIC

Financial Planner Matters is a Mornington-Peninsula based financial planning firm, providing professional advice and friendly, prompt and high quality service. We have been financial planning for our clients since 1990.

Aged Care Rye Certified Financial Planner Rye Financial Planner Rye Self Managed Superannuation Rye

Phone: (02) 9386 9011 | 2/408 Oxford Street, Bondi Junction, NSW

Tax Agent & CPA Accountant Practice been serving the Bondi Junction - Sydney area over 15 years. Our services helped small business clients and local individuals achieve high tax returns, with business advise, bookkeeping, SMSF, leasing and more.

Certified Financial Planner Bondi Junction Cfp Bondi Junction Financial Advice Bondi Junction Tax Returns Bondi Junction

Phone: (02) 4455 7811 | 120 Princes Highway, Milton, NSW

We provide down to earth, honest Financial Planning advice and services to help you achieve your ideal future. We specialize in Superannuation, Retirement and Insurance for individuals and businesses. AMP stands behing the advice and service we provide.

Insurance Milton Certified Financial Planner Milton Cfp Milton Financial Planner Milton Super Milton

Phone: (07) 4775 5199 | 1 Balls Lane, Townsville, QLD

Frank Santagada CFP® Dip FP C.Dec Authorised Representative (246139) and Credit Representative (369915) of Securitor Financial Group Ltd ABN 48 009 189 495 Australian Financial Services Licensee 240687 Australian Credit Licensee

Life Insurance Townsville Investments Townsville Superannuation Townsville Certified Financial Planner Townsville Cfp Townsville

Phone: (02) 4385 3852 | PO Box 3163, Wamberal, NSW

We are passionate about pushing down the costs of investing and receiving Financial Advice in Australia. We are a Fee For Service Financial Planning business with service offerings tailored to different client needs. We do not accept commissions.

Personal Insurance Wamberal Superannuation Wamberal Certified Financial Planner Wamberal Financial Planner Wamberal Financial Planning Wamberal

Phone: 1300 733 237 | Suite 1030, Level 10 1 Queens Rd, Melbourne, VIC

For over fifteen years, Comprehensive Financial Solutions has been providing professional financial planning advice and services to individuals, families and Australian companies.

Certified Financial Planner Melbourne Financial Planner Melbourne Self Managed Super Funds Melbourne Financial Advisors Melbourne

Phone: (03) 5672 5565 | Suite 3/33 McBride Avenue, Wonthaggi, VIC

Mark Farmer is a certified financial planner and has been working in the financial services industry since 1995. He understands people and works with individuals, retirees, families, business owners and farmers to help them achieve their financial goals

Personal Insurance Wonthaggi Life Insurance Wonthaggi Finance Wonthaggi Superannuation Wonthaggi Certified Financial Planner Wonthaggi

Phone: (02) 9344 4778 | Level 5, Suite 601a, 152 Bunnerong Road,Westfield Eastgardens, Pagewood, NSW

Simi financial service provide financial advice make the picture of tomorrow become reality.We invite you to investigate our website to find out .For getting our service call us a 0293444778.

Financial Services Pagewood Certified Financial Planner Pagewood Financial Planner Pagewood Financial Advice  Pagewood

Phone: (02) 8896 4323 | Nexus Norwest, 4 Columbia Court, Baulkham Hills, NSW

Ellixi Wealth

Ellixi Wealth, situated in The Hills, New South Wales, is led by the expertise of esteemed financial professionals, Callie and Henriëtte Scheffer, who are not only certified financial planners but also retirement planning specialists. With over six decades of cumulative experience, they provide comprehensive insight into the realms of wealth and financial management. This encompasses a wide spectrum of financial matters, including superannuation, investments, and personal insurance, ensuring you have access to expert guidance for all your financial needs.

Certified Financial Planner Baulkham Hills Financial Planner Baulkham Hills Financial Plan Baulkham Hills Financial Management Baulkham Hills
Ellixi Wealth

Phone: (07) 3868 1120 | Kingsford Smith Drive, Wilsonton, QLD

Simplicity Financial, a certified financial planner and advisor firm in Toronto, Ontario, offers guidance on insurance, retirement, investments and estate planning.

Certified Financial Planner Wilsonton Financial Planner Wilsonton
Home services

Phone: 1300 057 060 | Mulgrave, VIC

We turn this belief into action by prioritizing our clients, innovating with exceptional ideas, maintaining integrity in all we do, and actively contributing to our community.

Certified Financial Planner Mulgrave
Oakmont Finance

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