dmafs.com.au
David | DMA Financial Strategists
http://www.dmafs.com.au/team/david
Director and Private Client Adviser. Authorised Representative Number 242772. I am a Sub Authorised Representative and employee of Insureinvest Pty Ltd trading as DMA Financial Strategists (“my Practice”) which is a CorporateAuthorised Representative (No. 297496) of Professional Investment Services Pty Ltd. I have worked in the financial services industry since 2007 and became an adviser for Professional Investment Services on 27 September 2007. I am also a Financial Planner Member of the FPA. The cost o...
dmafs.com.au
Portfolio | DMA Financial Strategists
http://www.dmafs.com.au/site/portfolio
Financial Services Guide (FSG). InsureInvest Pty Ltd trading as DMA Financial Strategists is a Corporate Authorised Representative No. 297496 of Professional Investment Services Pty Ltd. ABN 11 074 608 558, AFSL (No 234951). P: 1300 557 598. E: profinvest@cpal.com.au.
dmafs.com.au
Fine Tune | DMA Financial Strategists
http://www.dmafs.com.au/portfolio/fine-tune
You should be thinking about protecting everything you have worked so hard to achieve, in order to afford you a life of financial freedom. You have very few financial commitments, so now is the ideal time to leverage your wealth, to provide for the lifestyle you have planned for. The age of opportunity. Accelerate your super savings. Review your will, and estate plan. Financial Services Guide (FSG). P: 1300 557 598. E: profinvest@cpal.com.au.
dmafs.com.au
Clive | DMA Financial Strategists
http://www.dmafs.com.au/team/clive
Authorised Representative Number 260926. I am a Sub Authorised Representative and employee of Insureinvest Pty Ltd trading as DMA Financial Strategists which is a Corporate Authorised Representative (No. 297496) of Professional Investment Services Pty Ltd (Professional Investment Services). I have worked in the financial services industry since 1982 and became an adviser of Professional Investment Services on 10 May 2001. I am also a Member of the Association of. I hold the following qualifications:.
dmafs.com.au
Mike | DMA Financial Strategists
http://www.dmafs.com.au/team/mike
Authorised Representative Number 245114. I am a Sub Authorised Representative and employee of Insureinvest Pty Ltd trading as DMA Financial Strategists which is a Corporate Authorised Representative (No. 297496) of Professional Investment Services Pty Ltd (Professional Investment Services). I hold the following qualifications:. Advanced Diploma of Financial Planning. Diploma of Financial Planning. Certificate of ASX Securities. Certificate of Self Managed Superannuation Funds. P: 1300 557 598.
dmafs.com.au
The Journey | DMA Financial Strategists
http://www.dmafs.com.au/portfolio/the-journey
The journey of creating and protecting wealth is based upon well-researched solutions. These solutions are communicated in a simple, timely and professional manner. Over time, this leads to financial security. As your financial coach, we will:. Ask you probing questions to ensure that you, your family, and your business are protected adequately. Construct a financial plan. Very few people do this independently. Identify risks in your portfolio, of which you may not even be aware. P: 1300 557 598.
dmafs.com.au
Financial Freedom | DMA Financial Strategists
http://www.dmafs.com.au/portfolio/financial-freedom
You are preparing to live off the income from the investment assets accumulated over your life. Your objective is to maximise your income potential, without taking undue risks, which may erode your capital base. Accelerate your super savings. If still working, release other wealth. Review your will and estate plan. Financial Services Guide (FSG). P: 1300 557 598. E: profinvest@cpal.com.au.
dmafs.com.au
Team | DMA Financial Strategists
http://www.dmafs.com.au/team
Director and Private Client Adviser. Associate Adviser / Paraplanner. Financial Services Guide (FSG). InsureInvest Pty Ltd trading as DMA Financial Strategists is a Corporate Authorised Representative No. 297496 of Professional Investment Services Pty Ltd. ABN 11 074 608 558, AFSL (No 234951). P: 1300 557 598. E: profinvest@cpal.com.au.
dmafs.com.au
About Us | DMA Financial Strategists
http://www.dmafs.com.au/about
Protecting your future is our business. Where we differ from the competitors is in the area of personal relationships. It’s a personal ‘brand’, which can never be copied. As your financial coach we will:. Ask you probing questions to ensure that you, your family, and your business are protected adequately. Construct a financial plan. Very few people do this independently. Identify risks in your portfolio, of which you may not even be aware. Explain the significance and impact of market volatility.
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