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ABN 80 103 223 614 |
Specialties
1. Estate and Business Succession Planning for successful executives and family business owners.
2. Designing and establishing Employee Insurance Benefit programs for corporates in the Mining and Energy sectors.
3. Providing appropriate insurance advice and financial risk planning for individuals, families and small to medium sized businesses in and around Bulimba, Balmoral, Hawthorne, Morningside, Norman Park, Cannon Hill and South East Brisbane.
History
Established in 2003.
The reason that we are here is so the we could help local small businesses, their owners and young families secure the most appropriate risk solution for their needs. We make sure that we deliver the 3R’s, the right money, to the right people, at the right time.
Authorised Representative #297 980
of Synchron AFSL #243 313 for all financial planning & life insurance advice
and NAS AFSL #233 750 for all general insurance advice