Financial Planning

You want to find a financial adviser with the experience and knowledge to give you the level of service you’re looking for. You also want someone who can develop a strategy to reach your financial goals and who can provide you with a broad range of investment choices.

Ensure the adviser you seek is employed by or authorised to represent a business that holds an Australian Financial Services (AFS) licence and make sure the licence covers the services you are looking for.

Licensed advice can include advice on superannuation, insurance, shares, managed funds and many basic banking products.

Choosing the right financial adviser is an important long-term decision and necessary as you embark on building a relationship with your adviser to achieve your financial goals.

Frank Santagada CFP® Dip FP AFB C.Dec Authorised Representative 246139. Frank Santagada & Associates Pty Ltd ABN 82 011 059 457 T/as Investment Options (Aust) is a Corporate Authorised Representative 257468 of Alliance Wealth Pty Ltd ABN 93 166 647 007 AFSL 449221.

Level 9, 10 Bridge Street Sydney NSW 2000.
P: 1300 557 598

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