All Topics / Help Needed! / finacial planning help needed

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  • Profile photo of vyaw2003vyaw2003
    Participant
    @vyaw2003
    Join Date: 2006
    Post Count: 188
    November 26, 2006 - 11:52 pm

    Hello,
    Does anyone want to PM me to give me a bit of finianial planning advice, i just need a few pointers and someone elses opinion, as I have been offered a sale on one of my properties and i am not sure what to do.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    November 27, 2006 - 12:05 am

    FP Advice involves a Statement of Advice having first completed a Know your Client form.

    Whilst i would not be prepared to offer just advice without completing the required process I am happy to answer a few email question you may have.

    Cheers

    Richard Taylor
    Residential & Commercial Finance Broker.
    Licensed Financial Planner. Ph: 07 3720 1888
    [email protected]
    Looking for life cover – We Guarantee to beat any quote you have in writing.

    Richard Taylor | Australia's leading private lender

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

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