| Address |
14 Irvine Road, Hilton, 3245 |
| Financial Advisors Fields of Specialisation |
Personal Private Financial Planning - Full reports |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
|
| I spent 23 years with Old Mutual, 18 of which was in their Broker division teaching, training and developing brokers. The last 2 years I worked as a manager of their new Division - Mint Private Financial Planning. Everyone was salaried, everyone did three month intensive training and all were graduates. We did comprehensive financial planning. A great model. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
1 |
