Summit Financial Planning

at Lydiard St South, Ballarat , 3350 Australia

1. Mortgage Brokers
2. Financial Planning
3. Bank/Financial Service

Finding your finances puzzling?

Description

Summit Financial Planning assist people and families to put the financial pieces back together and to help them be more engaged with where they are, where they would like to be and help build a road map on how to get there. We have been part of the Southern Unity group since 2009 which has been a part of the financial services industry since 2005. As being part of the AMP Financial Planning family we are able to offer a broader range of tailored solutions to meet our clients individual circumstances. Within Summit Financial Planning we have key people who specialise in chosen fields of financial planning such as risk (personal insurance), superannuation and retirement planning, mortgage brokering and lending as well as wealth creation. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. http://summitfinancialplanning.com.au/pdf/Southern_Unity_Pty_Ltd_FSCG.pdf Southern Unity ABN 17 901 126 516 trading as Summit Financial Planning is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

Opening time

• Mondays: 09:00- 17:00, 19:00- 21:00
• Tuesdays: 09:00- 17:00, 19:00- 21:00
• Wednesdays: 09:00- 17:00, 19:00- 21:00
• Thursdays: 09:00- 17:00, 19:00- 21:00
• Fridays: 09:00- 17:00, 19:00- 21:00
• Saturdays: 10:00- 16:00
• Sundays: 10:00- 16:00

Company Rating

53 FB users likes Summit Financial Planning, set it to 8 position in Likes Rating for Ballarat, Victoria in Bank/Financial Service category

Summary

Summit Financial Planning is Ballarat based place and this enity listed in Mortgage Brokers category. Located at Lydiard St South VIC 3350. Contact phone number of Summit Financial Planning: 03 43 444 111