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 Pty Limited ABN 49 612 791 651 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.