Lighthouse Wealth
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
I have been a financial professional for over 20 years, more than 10 years as an adviser, including 5 years working and advising families and business owners in Australia. I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives.
Amongst other areas, I specifically help clients with pension advice, including final salary/defined benefit schemes, small business advice and also protection so that you and your family are looked after in the event of illness, injury or passing away.
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Telephone
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Online (Live chat, video, email)
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Face to face
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