All Topics / Finance / Finacial consultant, not a mortgae broker

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  • Profile photo of meakinmaster60meakinmaster60
    Participant
    @meakinmaster60
    Join Date: 2005
    Post Count: 30
    October 13, 2006 - 8:55 pm

    G’day everyone,

    I am looking for a finacial planner, who focuses on property, and who actually has some expierience in the game.
    I am gettng to the next stage in my investment carreer and need to ,find someone who is like minded, and can help me out, ]without selling me soimething I dont want,

    oh yeah they must be in Perth.

    cheers,

    thanks alot.happy investing!!
    jase

    JASE

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    October 13, 2006 - 11:06 pm

    PIS = Professional Investment Services are the largest group of planners in the Country.

    Check out the yellow pages and chat to a couple over the phone.

    I often receive calls from new clients asking do i recommend property. If you mention this is an area you wish to invest in when the FP is completing a full fact find that are of investment will reflect in the Statement of Advice.

    Cheers

    Richard Taylor
    Residential & Commercial Finance Broker.
    Licensed Financial Planner.
    Ph: 07 3720 1888
    [email protected]

    Richard Taylor | Australia's leading private lender

Viewing 2 posts - 1 through 2 (of 2 total)

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