Tomorrow’s lifestyle is a result of today’s action
AssetPlan is a boutique financial services company that was established in 2000. Located on Bourke Street in the heart of Melbourne’s CBD, our advisors take pride in ensuring that our financial advice remains at the forefront of the industry.
We enjoy helping clients realise their financial goals, and making the most of any opportunities that come their way. AssetPlan is fully owned by the advisers who work with the company. For this reason, we are able to provide advice that is not compromised by any ownership ties with banks, life offices or fund managers.
We also liaise with your other professional advisers, such as your lawyer or accountant, to ensure that the best solution for your needs is achieved.
Colin Taylor has had over twenty years’ experience as an adviser. He is a CERTIFIED FINANCIAL PLANNER® and is one of the founding directors of AssetPlan Financial Services.
His clients comprise both younger wealth accumulators and retirees. He has experience with all forms of investment, including direct holdings, managed investments and self-managed superannuation funds.
Contact details: P: (03) 9670 8338 E: email@example.com
Contact details: P: (03) 9670 9135 E: firstname.lastname@example.org
Jason Reynolds, CFP®,Bcom,GradDipFP - Financial Adviser / Director of Action Wealth, Corporate Authorised Representative of AssetPlan Financial Services
After working for a number of prominent companies within the financial planning industry I became frustrated with the standard industry approach to financial planning of “get em in and charge em”. So I created a new approach which, I apply today, of educating clients on how to succesfully build their wealth through the application of the right mindset and strategies over time. I believe that prevention is the best cure and I endeavour to apply this theory to my clients ensuring that they do not make the common financial mistakes that typically lead to financial mediocrity.
I have a wealth of holistic financial advice experience and knowledge which, is evidenced by my Bachelor of Commerce Degree (finance major), Graduate Diploma in Financial Planning, Margin Lending, Self Managed Superannuation Fund specialisation and the industries top qualification of Certified Financial Planner (CFP®).
Tony Nurjadi – Accountant
Tony’s contact details are:
P: (03) 9670 8338
Andreina’s contact details are:
P: (03) 9670 8338