Our Services
Alan Giumelli is authorised to provide advice in the following areas:
- Financial planning
- Superannuation
- Retirement planning
- Investments
- Margin lending and gearing
- Social Security
- Wealth creation
- Life, Trauma and disability insurance
Our role is to understand your financial needs and objectives, and recommend solutions that help you satisfy those needs and meet your objectives.
The process we follow includes:
- Detailing what we can do for you and agreeing on a basis for providing our services.
- Obtaining the relevant information about your financial needs and objectives.
- Researching the solutions that are designed to help you satisfy those needs and objectives.
- Providing you with a written Statement of Advice which sets out our recommendations.
- Discussing the Statement of Advice with you, providing any explanations you require.
- Providing you with a Product Disclosure Statement.
- Implementing the agreed recommendations.
- Agreeing on a basis for review of your situation.
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