The TBN Financial Planners are able to provide you with a tailored Statement of Advice at your request, including advice based on your financial needs, lifestyle goals and objectives. Being an Authorised Representative of AXA Financial Planning Ltd AFS Licence No: 234663, ensures that the highest legal and moral processes are practiced.
| Areas of Practice: | Qualifications: |
| Estate Planning | Advanced Diploma in Financial Services (Financial Planning) |
| Insurance | CPA Financial Planning Specialist |
| Investments | |
| Retirement Planning | Associations: |
| Salary Packaging | Authorised Representatives Association |
| Superannuation | CPA Australia |
| Wealth Creation & Savings Plans | Financial Planning Association |
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