Smsf ssa designation

This recognition of the SSA for RPL will reduce the number of bridging courses those with the SSA designation may be required to undertake. Investment Insights. How many hours of study do you need to study for SMSF? Course learning outcomes. To my clients, it will provide reassurance that I work to the highest professional and ethical standards, always putting their interests first.

Peter’s experience and education is delivered seamlessly though our niche offerings to clients seeking to achieve their. To be eligible for this discount please note: 1. Self-managed super funds (SMSFs) must comply with Australian superannuation legislation to be eligible for tax concessions. All super funds (including SMSFs) must be set up for the sole purpose of providing retirement benefits to members (or their dependants if fund members die before retiring). This objective should be outlined in the fund’s trust deed.

The key objective of GFM Wealth Advisory is to provide our clients with comprehensive financial advice to assist them meet their financial goals and objectives. We aim to deliver this advice in a professional manner with the highest possible standard of service. Daniel is responsible for the daily business management and growth of the Financial advice and Self-Managed Super Fund divisions of the Carey Group. For more information, contact: Control your Self-Managed Super Fund with confidence Scott Brookman J. Steve Jenkosky is Specialist Advisor No. A SPAA PPC is not required to be held.

SMSF Specialist designation. Liz holds a Diploma of Financial Planning and has qualified for the professional designation of Certified Financial Planner (CFP). Liz is primarily based in our Yamba branch, and available five days a fortnight. Peter holds a Certified Financial Planner designation and holds a Diploma of Financial Planning. Gavin is passionate about mentoring, coaching and assisting his clients and.

Registered Tax Agent. Director Tim is a highly qualified accountant and advisor with over years of experience in all areas of taxation, accounting and business platform consulting. Institute of Chartered Accountants of Australia. A member of the (ICAA) NSW Financial Planning Chapter.

Acadia Wealth Advice Pty Ltd’s advice process Acadia Wealth Advice Pty Ltd has a comprehensive advice process in place designed to ensure that the advice provided is suited to your needs and financial circumstances. Getting to know you It’s all about you. Kyoung has a Master of Science and Bachelor of Science degrees in Mathematics and has completed the Graduate Diploma in Financial Planning.

Kyoung is a member of the Financial Planning Association of Australia Limited and holds the SSA ( Self Managed Super Fund Specialist Adviser) designation from the Superannuation Professionals Association of Australia. I am authorised to provide the services listed in the Our advice and services section of this guide, except for Goals based investing. Mark comes from a highly successful sales and marketing background where he won many awards for excellence in Client service. Tony’s strength lies in his efficiency - a skill he’s learnt during his over years experience in the banking and financial services industry, including the past years as a financial advisor.

Mr Miller is a member of the Self Managed Superannuation Fund Association and holds its Specialist Adviser ( SSA ) designation as well as a diploma of superannuation. IT Group is a software product and services company that specialises in online tools and learning in the financial services industry. As premier Private Client Financial Advisers, we are not in any part owned by a financial institution. This fact gives us the advantage of catering to what you really nee instead of being compelled to recommend any specific product. A well renowned Defined Benefit Specialist, Foundation Financial Advice is not owned by a Bank or Super fund and strives to provide all clients with Advice to maximise their financial position, in.

I have a Degree in Finance, a Diploma of Financial Services as well as a Specialist ASX Direct Share and Self-Managed Superannuation Fund accreditation. I am a member of the Financial Planners Association (Certified Financial Planner) and an Authorised Representative of Securitor Financial Group Ltd. I am married to Kylie, and have two daughters. I am currently the Vice President of my local.

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