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Deborah Jones has been a financial planner since 1984,
Since that time she has been assisting clients work through the many
challenging areas of the financial lives. Her initial qualifications
were gained with the Securities Institute of Australia. This
body has since merged & is now known as Finsia. In 1984 the
S.I.A. was the only body offering training for Financial Services.
In 1997 she achieved the Certified Financial Planner. (CFP)
designation. We offer a range of
services to help you meet your financial goals.
We can help you with all the following services and more
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Financial planning
and Investment advice
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Superannuation and
Rollover advice
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Retirement and
Estate planning advice
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DSS (Social
Security) advice - Age pensions
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Life insurance
advice, Income protection
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Salary
packaging/Remuneration options
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Estate/Partnership
planning
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Mortgage
lending & reduction
planning
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Business insurance, Keyman, Overheads
insurance
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Facilitating the
Business planning process
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Ongoing
financial reviews and reporting service
So ring or email in the first instance and see how
me and my assistants may be of assistance to you!
Don't forget distance is no boundary.
Phone - 07 5522
6581
Fax - 07 5522 6732
Email -
djones@djones-pty.com
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