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Services
Aged care advice
Understand the range of care options and how the aged care system works
Understand the complexities and substantial costs of Aged Care
Determine the financial implications of keeping or selling your home
Evaluate the options and strategies for your accommodation payment
Review strategies to maximise your age pension and minimise aged care fees
Aged pension and retirement planning advice
We will review your current personal and financial situation and provide advice,
where possible, to give you the best result for your existing entitlements
Provide ongoing Centrelink liaison support whereby we can assist you with
your day to day dealings with Centrelink and your ongoing reporting obligations
Investment services
Investments (managed funds)
Investments (annuities)
Personal insurance advice
Term life insurance
TPD insurance
Trauma insurance
Income protection insurance
Business expenses insurance
Key man insurance
Buy/sell insurance
Self-managed superannuation advice
Establishment of the fund
Formalising the funds investment strategy
Provide tailored Investment advice to the fund
Provide tailored Life insurance advice to the fund
Superannuation advice
Maximizing Centre Link
The structure of Life insurance to save you money.
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Licences
Corporate Authorised Representative (#402978)
of Alliance Wealth Pty Ltd (AFSL # 449221)
Registered Tax Practitioners Board Registered
Registration Number: 24916935
Michael Bond (Director/Financial Planner)
Authorised Rep No. 281207
Bachelor of Commerce (Marketing/Finance)
Authorised Rep No. 245166
Completed an Advanced Diploma of Financial Planning (2008)
Passed the Government Mandated FASEA Exam
Micheal Kiefer (Director/Financial Planner)
Authorised Rep No. 337218
Bachelor of Commerce majoring in Accounting,
Finance and Human Resource Management
Completed an Advanced Diploma of Financial Planning and
Post Graduate Diploma in Business
Sean Robbie
Passed the Government Mandated FASEA Exam
Studying towards his Masters of Financial Planning
through Kaplan Business School (Australia)
Member of the Association of Financial Advisers (AFA)
Rosemary Menefy
Authorised Rep No. 337192
Advanced Diploma of Financial Planning
Janine Carpenter
Cert IV in Business Management
Hailey Bond
Advanced Diploma in Financial Planning
Glenn Fenton
Over 30 Years of Experience In The Financial Services Industry
Advanced Diploma of Financial Planning
Sun Private Wealth