Newcastle

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Office address:

Level 7
77-79 Hunter Street
(Cnr Bolton St)
Newcastle NSW 2300

Postal address:

PO Box 728
Newcastle NSW 2300

Phone:

02 4926 5255

Fax:

02 4926 5218

Email:

Our services:

 
  • Investment advice
  • Ongoing portfolio administration and review
  • Retirement planning
  • Superannuation strategies
  • Salary packaging
  • Stockbroking
  • Centrelink strategies
  • Estate planning
  • Insurance planning
  • DIY Super - strategy and investments

Our planners:

 Nick Searl (PDF File 143.0 KB)  Frank Bortkevitch (PDF File 127.3 KB)  Peter Perkins (PDF File 371.8 KB)
Contact us

if you have a general enquiry or would like to make an appointment, simply complete our enquiry form.