WHY USE EBONY ROSE PARAPLANNING SERVICES?
The People
OUR TEAM IS THE MOST IMPORTANT PART OR OUR BUSINESS
All staff have broad-ranging experience in producing plans, from 'Risk Only' to 'Comprehensive' financial plans. This, combined with an on-going education program, ensures that you and your clients receive:
- Strategic Advice
- Impeccable Service
- Unbiased choice of investment and insurance products
Our Paraplanning Team is led by an experienced manager who compliance checks and
quality controls all plans to guarantee that your requirements are accurate and all
strategies are compliant and sound.
Professional Financial Modelling
We use dedicated and professional modelling software, incorporating all Legislation changes and updates in Taxation, Superannuation and CentreLink Entitlements, ensuring that every piece of information contained in your 'Statement of Advice' is current.
You client's 'Statement of Advice' is modelled to provide a simple yet thorough understanding of current circumstances and benefits they will achieve by following your professional advice now and into their future.
CONTACT EBONY ROSE PARAPLANNING SERVICES
Level 7, 616 St Kilda Road Melbourne Vic 3004 Australia
Telephone: 03 8532 0000
Facsimile: 03 9530 2242
Email: davidw@ebonyrose.com.au
Note Paraplanners with Ebony Rose Para Planning Services are not Authorised Representatives for the purpose of providing advice. Ultimate responsibility for the provision of advice remains with you, the Advisor and your Licensee. |
