About Futuro Financial Services Nunawading
At Futuro Nunawading we deal with the whole person/family. We aim to create a comfortable low-stress wealth creation and management and protection strategy to provide peace of mind while you create, enhance or ensure your financial security with our guidance.
We are licenced to advise on superannuation, all forms of personal insurance, gearing stategies, tax-effective investments, finance, estate planning, Centrelink maximisation, Nursing Home fees minimisation, Transition to Retirement strategies, retirement income strategies and direct share investing. For businesses we advise on corporate superannuation and insurance structures to protect the business in the event of loss of a part-owner.
We believe the primary role of a financial advisor is not just to provide clever strategies and tactics but o provide education such that you understand why things are done, not just what.
Milton Toal is the Principal Advisor at the Nunawading Office. He has twenty years experience as an adviser and an enviable track record of results for his clients. His qualifications include:
He has been a Fellow of the Association of Financial Advisers since elected in 1994.
He holds the Diploma of Life Insurance from Deakin University
He is a Member of the Mortgage Industry Association of Australia
He holds Certificate IV in Financial Planning.
He holds qualifications in Personal Investment Planning and Management from the Australian Securities Institute
He has completed qualification from Deakin to advise on Self-managed Superannuation.
He has studied under specialist lawyers to complete qualifications in Estate Planning and Business Insurance.
Finally, he has a distinguished career as an Indutrial Engineer and was a senior Administration Manager in the Commonwealth Public Service before resigning to pursue his current career.
Milton holds AFS Licence 238839 and Futuro Financial Service P/L is the Dealer and holds AFS Licence 238478. Futuro has over 70 offices nationally.