Investment Advice

INVESTMENT ADVICE

We can offer investment advice to individuals, self-managed superannuation funds and investment structures covering: –

• Securities listed on the Australian Stock Exchange
• Large market capitalisation shares listed on foreign stock exchanges
• Fixed interest investments such as bonds and hybrid securities
• Investor platforms such as Hub24 and Netwealth

We encourage the take up of an ongoing review service so that investment recommendations can be maintained & managed as events or circumstances change.

Personal financial advice or investment advice is provided by Russell Phillips & Goldfinch Advisors.

Goldfinch Financial Advisory Pty Ltd [ABN 68 616 389 470] as trustee for the Goldfinch Advisory Financial Unit Trust [BN 94 112 929 232] trading as Goldfinch Advisors, is a Corporate Authorised Representative No: 1251418 of InterPrac Financial Planning Pty Ltd; AFSL 246638 [ABN 14 076 093 680]

Our Financial Service Guides can be downloaded below:

• FSG Part 1
• FSG Part 2

Contact us