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Deborah Jones the
founder of Deborah Jones and Associates, is an Authorised
Representative of Financial Services Partners Pty Ltd who is
dedicated to providing trusted Investments, Insurance, Strategic
Financial Planning and Risk Insurance advice to clients with honesty
and integrity Deborah
established Deborah Jones and Associates in 1989 and has
successfully operated since, managing to weathering all economic
cycles, the highs and lows. This success has been through
sheer dedication and adoption of a conservative investment
management approach to build and preserve wealth. Deborah has had
more than 27 years experience in the commercial business sector and
financial planning, providing expert financial advice to both
industry groups and individuals alike. This experience enables
Deborah to be professionally equipped to analyse financial planning
issues on both a macro and micro level.
Her business is positioned to fill a clear market
gap. She is dedicated to delivering personalised, professional
advice and service in easy to understand language presenting
solutions and advice designed exclusively for her clients. She takes
an individual and detailed approach to each client because every
clients' situation is unique and important.
Deborah provides the personalised service
of a small consultancy with the backing of a large institutional
base. Deborah's
qualifications include a Certified Financial Planner CFP and FINSIA
Affiliate (SA Fin.)
Deborah offers a range of services
to help you meet your financial goals and
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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