PORT MACQUARIE HASTINGS

FINANCIAL PLANNING PTY LTD

Home - Financial Planning

Choosing us as your Financial Planner

Focused

We are not licensed through or owned by a bank.  This means we are not limited to the products offered by a particular institution and can better tailor our advice to your particular circumstances.  At Port Macquarie Hastings Financial Planning Pty Ltd we can provide advice to you about shares, investments, superannuation, self-managed superannuation funds, Centrelink issues and insurance.   We are licenced to provide you with advice through Capstone Financial Planning Pty Ltd which means we are not required to meet any product selling targets like many bank aligned advisers.  Our performance target is simply to give the best, most appropriate advice possible.

Experienced

Our Financial Planner, John Derks, is fully qualified and has been providing financial advice at Port Macquarie Hastings Financial Planning Pty Ltd for over 10 years.  Unlike many other advisers, John is also a Registered Tax Agent, authorised to provide tax advice. In short our Financial Planner has the qualifications, knowledge and experience to ensure you recieve high quality Financial Advice.

Port Macquarie Hastings Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 322684) of

Capstone Financial Planning Pty Ltd.  ABN 24093 733 969. Australian Financial Services Licence No. 223135.

 

 © 2019 Port Macquarie Hastings Financial Planning Pty Ltd.