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Services
Financial Planning
Retirement Planning
Salary Sacrifice
Superannuation
Investment Management
Portfolio Construction
Personal Service
Personal Super, including Defined Benefit Plans
Centrelink Strategies
Wealth Accumulation Strategies
Cash Flow
Savings Plans
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Ways to Pay
Cash
EFT
Licences
Tax Practitioners Board Registered
Registration Number: 25515414
Margin Lending Adviser (Personal Advice) (2017)
Accredited Listed Product Adviser (ALPA) (2016)
Certified Financial Planner (CFP) (2003)
Financial Planning Association of Australia (FPA) Member
Diploma of Financial Planning 1-8 (2001)
CFP
DipFP
CDec
Corporate Authorised Representative Number: 1248926
Holder of Australian Financial Services Licence (AFSL) Number: 223135
Helen Stevenson - Principal Adviser