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Strategic Financial Planning & Insurance

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Strategic Financial Planning & Insurance

Profile:

The business was originally borne out of a partnership between Todd Burrows CFP and Mark Griffiths CFP. In July 2010, Mark resigned from the business. With this change, it was with great excitement that Tony Daly and David Donato became partners of Strategic Financial Planning.

Todd has worked in the Financial Services Industry since 1988 and has a diploma in Financial Planning. Tony Daly CFP joined the team in 2005 and has a background in Accounting and Banking. David has worked in the Financial Services Industry since 1994. David joins the firm after a successful 8 year career with AMP where he worked with financial planners in both Tasmania and Victoria and he holds an Advanced Diploma in Financial Services. Our fourth planner, Simon Ashman, has been with the company since 2007. Simon holds a Bachelor of Economics and a Advanced diploma in Financial services and he is also an accredited mortgage consultant.

We can offer you a range of financial products and services, but more importantly, provide personal advice to help you protect your assets and maximise earnings in a tax effective manner whilst investing prudently.

We will advise you in planning business and/or personal finances and offer access to over 20 leading fund managers. Every product recommended is researched by independent industry research house, Van Eyk, and approved by the AMP Financial Planning team.

We believe our clients benefit from a professional service that places importance on meeting each individual's specific financial needs and on ensuring our recommendations are fully understood. Our planning service includes periodic and comprehensive reviews of client portfolios.

Overview:

We are experts in coaching our clients "to achieve the financial security and lifestyle they aspire to through the accumulation and management of wealth".

No matter what your stage of life, Strategic Financial Planning & Insurance is able to tailor a financial package to suit your personal situation. We understand that no two clients are the same! We will work with you every step of the way, and through every major event that occurs in your life, to achieve financial freedom.

Whether your objective is wealth accumulation, risk management or a regular income, our Financial Advisers will spend time with you to achieve your preferred outcome. We will advise you in planning business and/or personal finances.

Strategic has access to many leading fund and investment managers. Every product and investment we recommend is researched by Lonsec and is approved by our research team. Our aim is to provide you with balanced advice and the best solution for your circumstances.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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