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Josman Financial Group

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Trading for 20 years

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About Josman Financial Group

WELCOME TO JOSMAN FINANCIAL GROUP Josman Planning Pty Ltd trading as Josman Financial Group was established in 2004 and has been a market leader in the Financial Services Industry throughout the Gold Coast and Northern New South Wales. We are committed to ensuring that we deliver valued service to our clients. Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group is a corporate authorised representative of Charter Financial Planning Limited

Services

  • CERTIFIED QUALITY ADVICE PRACTICE

  • Superannuation

  • Retirement Income Streams

  • Rollovers, Annuities and Pension Advice

  • Centrelink Advice and Calculations

  • Wealth Creation

  • Investment Advice

  • Direct Share Investments

  • Australian and International Shares

  • Managed Investments

  • Margin Lending

  • Structured Investments

  • Geared Investments

  • Capital Protected Investments

  • Salary Packaging

  • Self Managed Superannuation Funds

  • Life Insurance

  • Income Protection Insurance

  • Trauma Insurance

  • Our team has over 50 years practical experience

  • Our service commitment is second to none

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Location

17 Elizabeth Ave, Broadbeach QLD

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Licences

  • ABN 35 002 976 294

  • AFSL 234665.

Josman Financial Group