Advice on all aspects of superannuation including, contributions, withdrawals, pensions, investments, insurance, and death benefit nominations. Advice to trustees and fund members including: investment strategy, insurance, death benefit nominations, Limited Recourse Borrowing Arrangements (LRBA), and compliance issues.
Managed funds, ETF's, Shares, Bank products, Managed investment schemes, Property, Margin Loans, and negative gearing strategies. Life, Disability, Trauma, Income Protection insurance, and Investment life insurance products. AGM Financial Services Pty Ltd is a financial planning office located in Scoresby, Victoria.
Managed funds, ETF's, Shares, Bank products, Managed investment schemes, Property, Margin Loans, and negative gearing strategies. Life, Disability, Trauma, Income Protection insurance, and Investment life insurance products. AGM Financial Services Pty Ltd is a financial planning office located in Scoresby, Victoria.
Services
Your adviser must have reasonable grounds for making financial recommendations. Your advisor must ask you about your investment objectives, financial situation and your particular needs. This questionnaire helps us understand your investment experiences and your tolerance to risk. After carefully assessing your risk tolerance, we can recommend investments that are appropriate to you.
Reviews (1)
Robin Joseph
Aug 02, 2019
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Excellent Customer Service and very proactive approach with a "Can Do" attitude. Very Quick turn around on settlements. They even remind you on your residual amount due date if required do all the needful for refinance. Any day Any time happy to refer them for their Excellent Service with a smile. Robin.
