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Access Financial Planning (Godfrey Pembroke)

(0)

ABN

85 162 298 286

Business contact details

Address:68 Churchill Avenue, Subiaco, WA

Website:http://www.accessfp.com.au

Business description

We are holistic financial planners that focus on providing strategic advice to clients. We provide advice for all stages of life with a particular strength in retirement planning. Our advice will save you time and money and leave you better off. Ray is a CERTIFIED FINANCIAL PLANNER® professional with over 12 years’ experience in financial planning. He is a LIFE RISK SPECIALIST® and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia and also is an assessor for the CERTIFIED FINANCIAL PLANNER® Unit 1 Professionalism program. He was also a tutor for the Personal Finance Unit in Curtin University.Ray is meticulous with detail and takes pride in providing professional, high quality and technically sound strategic financial advice.

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Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

  • ABN

    ABN - 85 162 298 286

  • Certification

    Certified Financial Planner

    Success
  • Certification

    Bachelor of Commerce (Financial Planning)

    Success
  • Certification

    Accredited Aged Care Professional

    Success

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Frequently asked questions

  • Are you an insured business and do you guarantee your work?

    We have professional indemnity insurance. We endeavour to provide you with the best advice possible but no one is perfect. We can't guarantee anything however, we can guarantee that we are honest and upfront and fully transparent with what we do.

  • How did you decide to get into your line of work?

    I enjoy working with real life people who have real life challenges. Financial planning requires hard skills and soft skills, and I enjoy both.

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