Financial Planning
We are now able to offer financial planning services through our associated organization D & S Financial Services Pty Ltd.
Simone deMerdici is the Authorized Representative handling all the requirements for our clients for all their financial planning requirements.
Simone operates through Professional Investments Services Pty Ltd and has many years experience as a financial planner.
We are able to provide through Simone the following services:
- Financial Planning
- Estate Planning
- Retirement Solutions
- Superannuation Advice
- Wealth Creation Advice
- Wealth Protection Advice
- Term Insurance
- Income Protection Insurance
- Trauma Insurance
- Life insurance
To find out more, just phone (03) 9753 5762 or fill out the form on our contact page.
