Other Alliances
We offer financial planning services through alliances with other financial planners. The financial planning services are provided by Australian Unity, TWD Licensee Services Pty Ltd and Advance Finance Pty Ltd T/A Better Choice Mortgage Service.
These alliances enable us to offer a wide range of services in areas including personal and business Superannuation, investments, financial planning, insurance and other financial products. While allowing our practice to stay small enough to provide friendly and personal services to our clients, we have full access to the research, administration and other services only a major financial institution can afford.
We are very fortunate to have two external authorised representatives and one independent loan broker who have extensive experience and outstanding credentials.
- Mr David Hatton (Authorised Representative (No. 234527) of TWD Licensee Services Pty Ltd ) ABN 88 605064 480 AFSL 475964) and is employed by TWD Australia Pty Ltd , a Corporate Authorized Representative (No. 1266864) of TWD Licensee Services Pty Ltd
- Ms Dawn Thomas (Authorised Representative (No. 001001284) of TWD Licensee Services Pty ltd (ABN 88 605 064 480 AFSL 475964 ) is employed by TWD Australia Pty Ltd , a Corporate Authorised Representative (No. 1266864) of TWD Licensee Services Pty Ltd
- Mr Kevin Bradshaw from Securitas (Authorised Representative of Australian Unity Personal Financial Services Limited, ABN 26 098 725 145, AFSL 234459).
- Ms Connie Yu-An Chang , Finance Broker from Advance Finance Pty Ltd T/A Better Choice Mortgage Service (ABN 36 082 954 916) Australia Credit Licence Number 082 954 916 ;
Authorized Representative Number 082 954 916 ; Connie is a member of MFAA and fluent in English, Mandarin/Chinese , Cantonese and Taiwanese/ Hokkien.
- Ms Susanna Ho, (Susanna Ho Legal Services) provide legal advice services.
Our service model is based around helping clients to create a secure financial future. No matter what your situation is, whether you are in the workforce, a business owner, about to retire, or already retired, we will always be there to help you.
