SJ replied to the topic Trust Funds??? I’m confused….help!! in the forum The Treasure Chest 22 years, 5 months ago
Steve
1. The advisor has an accounting qualification, but not a member of any professional body.
2. We live in Qld.
3. We initially went to this guy looking for a financial planner/advisor. We were looking at investing in property but were also looking for help with our total financial plan, ie. setting up salary sacrifice, tax advice, and…[Read more]