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Affinity Financial Services
is a privately owned financial planning firm that commenced in March 2000. We offer financial solutions to allow clients to grow, maintain and protect their wealth.

We establish a close ongoing relationship with our clients to ensure their long term goals are achieved. Our comprehensive technical knowledge enables us to develop strategies that assist clients to gain the maximum advantage from any changes to tax or other relevant legislation. Our experience ensures clients' funds are invested in a prudent and secure manner giving due consideration to the investment risks.

We also believe it is critical to address clients' personal risks, and give adequate consideration to estate planning matters.

We are remunerated on a fee-for-service basis which allows clients to receive all commissions and rebates.

The information on this website is factual information. It is for Australian residents only.

This information does not consider your individual circumstances or needs.

Do not act until you seek professional advice and consider a Product Disclosure Statement.


Suite 6, 353 Mann Street (PO Box 268) Gosford NSW 2250
tracie@affinityfs.com.au  |  Ph (02) 4324 9592  |  Fax (02) 4322 3793

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AFFINITY SECURITY PTY LTD trading as
AFFINITY FINANCIAL SERVICES
is a corporate authorised representative of
MILLENNIUM3 FINANCIAL SERVICES PTY LTD
ABN 61 094 529 987
AUSTRALIAN FINANCIAL SERVICES LICENSEE - Licence Number 244252
Unit 7, 50 Borthwick Ave, Murarrie Q 4172

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Last Revision: Thursday, 24 October 2013 03:40:45 PM