Financial Advisor - PowerPoint PPT Presentation

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Financial Advisor

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We are independent owned certified financial advisor, financial planners. We firmly believe in our motto ‘Not all financial planners are built the same’ – PowerPoint PPT presentation

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Title: Financial Advisor


1
Financial Advisor Partner in Planning
  • Welcome
  • Partners in Planning
  • Melbourne Base Independent Financial
    Advisorwww.apartnernplanning.com.au

2
Find Financial Advisor in Melbourne
  • Partners in Planning was founded out of a need to
    provide client focus advice. We are founded as a
    fee for service practice and strongly support the
    governments changes to makes fee for service the
    only way forward.
  • The right financial adviser has the potential to
    provide outstanding value for money creating a
    benefit that reaps rewards far in excess of the
    cost involved.
  • We are a proud fee for service practice on all
    superannuation and investment advice giving you
    full transparency
  • We are small enough to care BUT big enough to be
    around for the long haul.

3
Independent Financial Advisor
  • Financial Planning Start At
  • Retirement and Super
  • Insurance
  • Investing
  • We follow fundamental investing principles and
    focus on the protection of your lifestyle. We are
    small enough to care BUT big enough to be around
    for the long haul.

4
Book an Appointment
  • Contact Us
  • Cheltenham Office
  • 23/347 Bay Rd
  • Cheltenham VICTORIA 3192
  • Call 1300 880 100
  • Email info_at_partnersinplanning.com.au
  • http//www.apartnerinplanning.com.au

5
Partner in Planning
  • Thanking You
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