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Beacon Financial Group Pty Ltd

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Beacon Financial Group Pty Ltd

Mission statement:

Beacon's mission is to provide authorised representatives with access to appropriate 'Strategic / Holistic' advice and services for their clients and tailored solutions that specifically meet clients' needs and goals.

Beacon Group is a multi - disciplinary business that holds a number of licenses that provides every opportunity for you to expand your advice services.

Overview:

Beacon Financial Group was founded to fill the emerging vacuum between institutionally owned dealer groups and boutiques. Beacon provides a range of financial services including product management, financial planning, risk, real estate and mortgage finance.

Beacon Financial Group provides wealth management and protection solutions to individuals, families, selfÂ managed superannuation funds, foundations and charitable groups.

Beacon Financial Group Pty Ltd (Beacon) is the financial service arm of the Linchpin Capital Group and is experienced in managing AFSL Licenses issued by the Australian Securities and Investments Commission.

Beacon's initial objective is to grow from $3.5 Billion in Funds under Advice and $60 Million Premium in Force across 200 licensed authorised representatives. Beacon's objective is to then grow the FUA/PIF/Loan Book through national networks that have already been established.

"We assist in building successful businesses."
SERVICES PROVIDED

   Financial Advice / Planning Solutions
   Mortgage & Finance Solutions
   Real Estate Solutions
   Funds Management and Research
   Superannuation
   IT and Marketing Solutions
   Para Planning
   Investment Committee
   Leads / Referrals
   Succession Strategy
   Equity

Member:

MEMBERSHIPS

   FBAA - Finance Broking Association Australia (Corporate Membership)
   AFA - Association of Financial Advisors
   AIOFP - Association of Independently Owned Financial Professionals
   REIA - Real Estate Institute Australia, REI NSW

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