Financial Planning

Through financial advice and support, our team are dedicated to building long-term relationships with clients by providing:

  • Investment Advice
  • Retirement Planning
  • Superannuation
  • Redundancy and Retirement Advice
  • Portfolio Management
  • Investment and planning advice and administration services to self managed superannuation funds
  • Buying and Selling Shares
  • Personal Risk Insurance

Creating wealth with security and peace of mind is the mission at Summit Financial Advisors

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Summit Financial Advisors is a member of Count Wealth Accountants, the trading name of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Holder Number 227232.