I have over 35 years in the insurance and superannuation industry. I have spent this time predominately working in the small business area.
I am a member of the AFA and maintain a continuing role with my education.
If you would like to find out more about me, please head over to the Q & A – Getting to know the person behind the adviser page.
A private contractor that began working with Always Financial mid-way through 2014. Tim maintains our computer systems, developed our website & is in charge of our I.T support.
Head over to the Jenkins Media website to discover more about Tim and the services he provides. http://www.jenkinsmedia.com.au
Michael assists us in many ways, most importantly through his access to our insurers and key decision staff, like underwriters, claims personnel and management. He has access to a huge support staff that can access information that would otherwise significantly add to costs of operation.
The opportunity for an SMSF to borrow funds is not new, however, requires an increased level of understanding and requires an exacting level of paperwork that can be difficult to manage without a close working arrangement. In my experience, regular access to the sequence of events that unfold enables me to actively manage this process without undue delay.
AMP bank provides a competitively priced product and enables me the opportunity to continue to support your expectations in the management of your Super investments whether they are managed funds, direct property or shares.
Having Peter on board provides us with an extra set of hands and an essential contact.
Michelle is also a key ingredient in our business makeup as she assists in all matters relating to insurance and super. Our office is regularly in contact, having access to her assistance enables us to better service you. Indeed in the current business climate, this is service that has particular merit, as we spare no level of effort to manage any of your queries.
Ruth at Charter Financial Planning provides technical support to the Charter businesses. She is a qualified accountant with a strong understanding of SMSF. Ruth services are important to me as she can be consulted on matters that require that require confirmation or compliance. This is a service that is built into our cost of operation.
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