Wauchope Financial Planning

Wauchope Financial Planning

Mobile: 0407 087 090

Email business

wauchopefp.com

Website

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Address: 66 Tall Timber Road Lake Innes NSW 2446

Wauchope Financial Planning
Category: Banks & Financial Services

Key contact details for Wauchope Financial Planning
Mobile
0407 087 090
Email
Email business
Website
wauchopefp.com
Address
66 Tall Timber Road, Lake Innes, NSW, 2446
 

Financial Planner

Life Insurance

Finance Advice

Business profile

SERVICES - Managed Investments - Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts - Personal risk insurance - life, total and permanent disability, income protection, trauma - Business risk insurance - keyperson, buy/sell, business expenses - Retirement Planning - Aged Care - Estate Planning - Centrelink ABOUT - Not owned by a bank or insurance company. - Advice provided is not influenced by the use of in-house investment and insurance products. - Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI's, advice is provided in the best interests of clients. - CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to. - Over 35 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 13 years as a financial planner (10 years as a Certified Financial Planner), plus a further 8 years outside the industry as a local small business owner. - Strong sense of community with a personal belief of the need to give back to the community for no financial gain. - 20 years living in the 2446 postcode. - Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.

  • Business profile

    SERVICES - Managed Investments - Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts - Personal risk insurance - life, total and permanent disability, income protection, trauma - Business risk insurance - keyperson, buy/sell, business expenses - Retirement Planning - Aged Care - Estate Planning - Centrelink ABOUT - Not owned by a bank or insurance company. - Advice provided is not influenced by the use of in-house investment and insurance products. - Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI's, advice is provided in the best interests of clients. - CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to. - Over 35 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 13 years as a financial planner (10 years as a Certified Financial Planner), plus a further 8 years outside the industry as a local small business owner. - Strong sense of community with a personal belief of the need to give back to the community for no financial gain. - 20 years living in the 2446 postcode. - Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.

Wauchope Financial Planning's Keywords

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Business Profile is Verified on Hotfrog

Wauchope Financial Planning
Verified ID: 1072160326283264

Verified 06/06/2018 @ 15:42:51
Last updated 06/06/2018 @ 15:42:51