We value the health and wellbeing of our team and our clients. Our commitment to helping you throughout the current crisis is unwavering. Our office remains fully open with some of us working remotely. We are limiting our immediate contact with clients where possible, and kindly ask that you phone, email, or post where you can. You are also welcome to use the drop-off box inside our office. We wish you the best of health and hope that you stay safe.
If you’re in need of advice or assistance with financial planning, please contact us today and organise a suitable day and time to meet with our Authorised and Accredited financial advisor.
Visit Millar Teitzel today if you require business advisory, accounting, auditing or taxation services. Please note that any of the services offered by Millar Teitzel are not endorsed nor the responsibility of Alliance Wealth Pty Ltd.
Services are provided as an Authorised Representative of Alliance Wealth. As an Australian Financial Services (AFS) Licence holder, Alliance Wealth Pty Ltd ABN 93 161 647 007, AFSL no. 449221 is a wholly owned subsidiary of Centrepoint Alliance Limited (Centrepoint Alliance), an ASX listed company; and a part of Centrepoint Alliance Financial Advice, the financial advice division of Centrepoint Alliance Level 9, 10 Bridge Street, Sydney NSW 2000.
It’s important for you to think about what you’d like to achieve from the advice you are seeking. We’ll spend time in our first meeting understanding your goals, or concerns.
Please bring along relevant information to assist that discussion. E.g. income and expenses, assets and liabilities, life or disability insurance policies, super funds statements.
Financial Planner/Risk Adviser
Authorised Representative of Alliance Wealth
Iain became a qualified Financial Adviser in 2010 and has worked in that role since that time. Prior to then Iain spent approximately 12 years in the finance and lending industry, four years in Small Business Management and six years in the Agricultural Industry. Iain attained his Diploma of Financial Planning in 2010 and completed his Advanced Diploma of Financial Planning in 2018. Iain is an associate member of the SMSF Association.