Minc Trading Preferred Adviser Details
Robert Joseph ( Grad Dip Adv FS (FP),Completing B Bus Fin Planning – RMIT University )has over 9 years experience in the Finance Industry, dealing with high net worth individuals, self employed and pre/post retiree clients, as well as corporate superannuation clients.
"The focal point of my practice is to provide value based strategic financial advice, specialising in blended investment strategies, investment structures, tax effective investments, family succession planning and corporate superannuation solutions"
What is financial Planning ?
A financial planning can help a person create prosperity and is supported by four pillars:
• saving - gives you the money to create wealth
• super - provides money for life after work
• investing - makes your money work for you
• financial protection - insurance to manage the risks to your plan.
About AXA Financial Planning
Local expertise
Robert’s business is part of a network of more than 385 adviser businesses who are supported and authorised by AXA Financial Planning, a trusted national brand with a wealth of experience. It is also a principal member of the Financial Planning Association of Australia, observing a strict and comprehensive Code of Professional Conduct.
Global reach
AXA Financial Planning is part of the Global AXA Group, one of the largest financial services groups in the world with more than A$1.6 trillion funds under management and operations in 50 countries. The Global AXA Group helps more than 65 million customers worldwide to plan for their future.
Certified Quality Advice Practice
Robert Joseph’s practice ( AXA City North ) is one of 75 practices within the AXA/Charter dealer network to be awarded the prestigious Certified Quality Advice Accreditation.
Website - http://www.citynorthadvisers.com.au/