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.
Suite 6, 353 Mann Street (PO Box
268) Gosford NSW 2250
AFFINITY SECURITY PTY LTD
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
by Cherry Art Studio