Rebecca Soans, Financial Adviser
BUSINESS DESCRIPTION
Superannuation, Investment and Retirement Planning with a Special Focus on Women
My clients come to me because they feel financially disorganised and want to take control; they have received a lump sum such as an inheritance or divorce settlement and are unsure how best to use it; or they are planning retirement and are daunted by the tax, cash flow and pension issues involved.
I work on a fee-for-service basis with no commissions, and as I am not aligned with any product providers I am free to work in your best interests.
Authorised representative number 436618 – Lifespan Financial Planning AFSL 229892
Member of the Association of Financial Advisers
Wollombi NSW 2325