We should all be very cautious when dealing with a financial planner or anyone else who gives financial advice. After some of the tactics that have been revealed by the banking royal commission it almost scary walking into a bank.
I work for a company called Hindsight Wealth, who are based in Newstead, but are more than happy to meet at your home or a nominated place that is convenient for you. Our advisors are independent (Licensed with Synchron).
Please call me on 0439 199 804 or alternatively firstname.lastname@example.org for more information or to arrange an obligation free appointment