COMPASS Financial Management
Financial Services, Financial Planning, Investment Loans
We have recently launched our new website which features client testimonials and client interviews. COMPASS are pleased to announce the merger with Spencer Fuller & Associates in Bathurst. Following a long relationship over 20 years, Warrick Affleck and David Fuller have worked together and studied their Financial Planning together. The many Professionals at COMPASS and Spencer Fuller provides benefits to existing clients and new clients seeking quality financial advice and great country service.
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In Sept 2013, we finailised the takeover of RetireInvest in Port Macquarie from Christine Shepherd who has retired. COMPASS were fortunate to retain Danielle Deutcher to join the COMPASS team; Danni brings some great skills as a qualified planner in the role of Client Relationship Manager.
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