First, we will make sure that we understand:
To do this we will need to:
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.
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 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. Iain is an associate member of the SMSF Association.