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Financial Planning
Do you want to pay less tax?
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
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.
