Localsearch logo

Trending Searches

Sun Private Wealth

Get Directions

Trading for 13 years

Linkedin iconFacebook iconX icon
Unclaimed business placeholder

Is this your business?

Claim your business profile now to unlock its full
potential and engage with your customers effectively.

Claim it now

Services

  • Aged care advice

  • Understand the range of care options and how the aged care system works

  • Understand the complexities and substantial costs of Aged Care

  • Determine the financial implications of keeping or selling your home

  • Evaluate the options and strategies for your accommodation payment

  • Review strategies to maximise your age pension and minimise aged care fees

  • Aged pension and retirement planning advice

  • We will review your current personal and financial situation and provide advice,

  • where possible, to give you the best result for your existing entitlements

  • Provide ongoing Centrelink liaison support whereby we can assist you with

  • your day to day dealings with Centrelink and your ongoing reporting obligations

  • Investment services

  • Investments (managed funds)

  • Investments (annuities)

  • Personal insurance advice

  • Term life insurance

  • TPD insurance

  • Trauma insurance

  • Income protection insurance

  • Business expenses insurance

  • Key man insurance

  • Buy/sell insurance

  • Self-managed superannuation advice

  • Establishment of the fund

  • Formalising the funds investment strategy

  • Provide tailored Investment advice to the fund

  • Provide tailored Life insurance advice to the fund

  • Superannuation advice

  • Maximizing Centre Link

  • The structure of Life insurance to save you money.

Reviews

0 rating

No reviews yet

Filter by rating

0

0

0

0

0

Write a review for Sun Private Wealth

Be the first to review Sun Private Wealth

Location

34 Glenferrie Drv, Robina QLD

Get Directions

Spinning globe loading icon

Licences

  • Corporate Authorised Representative (#402978)

  • of Alliance Wealth Pty Ltd (AFSL # 449221)

  • Registered Tax Practitioners Board Registered

  • Registration Number: 24916935

  • Michael Bond (Director/Financial Planner)

  • Authorised Rep No. 281207

  • Bachelor of Commerce (Marketing/Finance)

  • Authorised Rep No. 245166

  • Completed an Advanced Diploma of Financial Planning (2008)

  • Passed the Government Mandated FASEA Exam

  • Micheal Kiefer (Director/Financial Planner)

  • Authorised Rep No. 337218

  • Bachelor of Commerce majoring in Accounting,

  • Finance and Human Resource Management

  • Completed an Advanced Diploma of Financial Planning and

  • Post Graduate Diploma in Business

  • Sean Robbie

  • Passed the Government Mandated FASEA Exam

  • Studying towards his Masters of Financial Planning

  • through Kaplan Business School (Australia)

  • Member of the Association of Financial Advisers (AFA)

  • Rosemary Menefy

  • Authorised Rep No. 337192

  • Advanced Diploma of Financial Planning

  • Janine Carpenter

  • Cert IV in Business Management

  • Hailey Bond

  • Advanced Diploma in Financial Planning

  • Glenn Fenton

  • Over 30 Years of Experience In The Financial Services Industry

  • Advanced Diploma of Financial Planning

Sun Private Wealth