The Financial Planning Process
We are here to help you get the most appropriate advice to suit your individual circumstances.

First, we will make sure that we understand:

  • What your goals and concerns are, and
  • Any ‘road blocks’ that may stand in the way of achieving those goals

To do this we will need to:

  • Identify all of your relevant circumstances
  • Undertake research on strategies and solutions, and
  • Provide you with recommendations that are right for you

First appointments or introductory appointments are always at our cost (complimentary) so please feel free to come in and see us. Any advice or services, should you require them, will always be quoted based on the scale of your needs. Your approval is sought before we commence any work on your behalf. That way you can always have the confidence of knowing any associated costs upfront before we act.

We can offer ongoing support and assistance under an Ongoing Service Arrangement.

Alliance Wealth Pty Ltd.

Get Smart Financial Solutions Pty Ltd is an Authorised Representative of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221. 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. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Financial Adviser
Iain Wilkinson Adv Dip Fp, C.Dec

Financial Planner/Risk Adviser
Authorised Representative of Count Financial Limited

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.

Contact: iain@getsmart.net.au or 0499 928 066

Directors
Denise Lee Long CPA, CTA Dip FP
Accountant
Gilbert Teitzel FCPA, CTA, AICD, C.Dec
Accountant
Deanna Percy CPA, Dip FP
Accountant

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Alliance Wealth, we are bound by Alliance Wealth’s Privacy Policy. This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement/s (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

 

 

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