"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty

Canberra Office

< Canberra Office

Canberra Office

Address:
Level 1
23 Brindabella Circuit
Brindabella Business Park ACT 2609

Mailing Address:
Locked Bag 3
Kingston ACT 2604

Phone: (02) 6129-1200
Fax: (02) 6247-0099

Elizabeth Jolley

Adviser Support

The Adviser Support role is similar to a traditional paraplanning role and incorporates technical elements with regard to the key advice areas. This position is challenging, working with multiple advisers and their client bases. Preparation of Statements of Advice using the Financial Index Australia purpose-built system will include key advice areas such as:

· Investments

· Superannuation

· Retirement planning

· Risk management

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