Most people need advice during periods of change. IE when thinking of moving house, changing jobs, getting married,starting a family, retiring, getting divorced, when coming into money, going into business, leaving a business, bringing on new business partners. Ask Steve what needs to be considered when these events occur.
Do you deal with all investments?
No. We only recommend products that are on our Approved Product List. This is governed by Advocate Advisory AFSL 405576 and changes from time to time. The list is broad and includes industry super funds and most life insurance products as well as many other investments. We purchase Research on investment products and this is a key requirement for entry onto our Approved Product List. That is except for industry super funds which currently do not have independent research available to us.
Are you a member of any professional bodies?
Yes. Steve is a member of the Association of Financial Advisers and also a member of SPAA holding Specialist SMSF Adviser status. Steve resigned from the Financial Planning Association recently based on value for money ie no perceived benefit.