The Next Step Financial Group

at 580 Englehardt Street, ALBURY, NSW, 2641/ Suite 1, 40-44 St Kilda Rd, St Kilda, VIC 3182, Albury Australia

1. Local Business
2. Financial Planning

We give you the tools and advice to strengthen your financial security. Our qualified and experienced team is able to discuss with you your financial options, providing a three stage service in financial planning: • Initial financial advice • Implementation of your personal financial plan • Ongoing management & review Our financial planning services include: • Personal Financial Plans • Superannuation consolidation • Investment Strategies • Investment Reviews • Online Broking Our Dealer Group, Count Financial is Australia's largest network of professional accountant-based advisers. Free initial consultation If you are serious about your financial future we offer a free half hour discussion at which time we can listen to what you want to achieve and can outline the services that we can provide to help you achieve your goals. * Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 000 974 625, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

Description

Crystal Broadfoot Crystal is an Authorised Representative of Count and a Financial Planning Partner of The Next Step Financial Group Pty Ltd. Crystal has 11 years of experience in the provision of financial planning advice. Crystal finalised her Advanced Diploma of Financial Planning through Kaplan Professional in 2007 and is currently completing a Bachelor of Commerce/ Bachelor of Arts (International Relations) Degree at Deakin University. Crystal is authorised to provide advice in the following areas: • Basic deposit products • Life insurance • Government debentures, stocks and bonds • Managed investment schemes • Securities • Superannuation • SMSF • Business Insurance, and • Standard margin lending How to Contact me: crystal@tnsfg.com.au or 02 6041 3900 Roger Schnelle Roger is an Authorised Representative of Count and a director of The Next Step Financial Group Pty Ltd. Roger has 35 years of experience in the provision of financial/accounting advice and 12 years of experience in the provision of financial planning advice. Roger attained a Bachelor of Business from Charles Sturt University in 1979 and has been a member of the Institute of Chartered Accountants since 1988. Roger is authorised to provide advice in the following areas: • Basic deposit products • Life insurance • Government debentures, stocks and bonds • Managed investment schemes • Securities • Superannuation • SMSF and • Standard margin lending How to Contact me: roger@tnsfg.com.au or 02 6041 3900 Lucija Saric Lucija (Lucy) is an Authorised Representative of Count and an employee of The Next Step Financial Group Pty Ltd. Lucy has 7 years of experience in the provision of financial planning advice. Lucy finalised her Advanced Diploma of Financial Planning through Kaplan in 2009. Lucy is authorised to provide advice in the following areas: • Basic deposit products • Life insurance • Government debentures, stocks and bonds • Managed investment schemes • Securities • Superannuation, and • Standard margin lending How to Contact me: lucy@tnsfg.com.au or 02 6041 3900

Opening time

• Mondays: 08:30- 17:00
• Tuesdays: 08:30- 17:00
• Wednesdays: 08:30- 17:00
• Thursdays: 08:30- 17:00
• Fridays: 08:30- 17:00

Company Rating

125 FB users likes The Next Step Financial Group, set it to 163 position in Likes Rating for Albury, New South Wales, Australia in Local Business category

Summary

The Next Step Financial Group is Albury based place and this enity listed in Financial Planning category. Located at 580 Englehardt Street, ALBURY, NSW, 2641/ Suite 1, 40-44 St Kilda Rd, St Kilda, VIC 3182 NSW Contact phone number of The Next Step Financial Group: 02 6041 3900