Welcome Civic Financial Planning
3rd Jun 2010
June 1st 2010 marks the beginning of a joint venture between Financial Index Australia Pty Ltd, and Civic Financial Planning, Canberra's largest privately owned financial planning practice.
The successful merger has further enabled Financial Index in its continued delivery of high quality, tailored, solutions to clients in all of the major cities and regional centres across Australia, especially as the team at Civic Financial Planning are recognized as Australia's leading Commonwealth Superannuation Scheme advisers.
Civic Financial Planning began in 1983 with the establishment of Civic Securities Pty Ltd. Its owners (Dianne Dash, Tom Dawes, Howard Kemp, David McKay and Bill Waller) have over 62 years of collective financial planning experience. They, and their support team, will remain with the business and continue to provide clients with comprehensive advice in areas including retirement planning, wealth creation and public service and private sector superannuation.
The team at Financial Index Australia, extends a warm welcome to the Civic Financial Planning staff and clients and we look forward to providing a high level of ongoing service.
The Civic office will remain at the same location. The address details are:
Level 1
23 Brindabella Circuit
Brindabella Business Park ACT 2609
Postal Address is
Locked Bag 3
KINGSTON ACT 2604
Phone 02 62737888
Fax 02 62737899
Please contact your financial adviser should you have any queries about this exciting new development.