introducing your bridges financial planner · 2014-05-13 · introducing your bridges financial...
TRANSCRIPT
Introducing your
Bridges financial planner
Peter Perkins is an Authorised Representative of Bridges Financial Services Pty Ltd (Bridges).
ABN 60 003 474 977. ASX Participant. AFSL No 240837.
Part of the IOOF group.
Peter Perkins has worked in the
financial services industry for over 35
years and has been a financial planner
with Bridges since 1986.
He holds a Bachelor of Business Degree
(Accountancy), Associate Diploma in
Local Government Administration and a
Diploma of Financial Planning.
Peter has experience in all areas
of financial planning and provides
professional advice on superannuation
(including NSW Government
superannuation funds), retirement
planning incorporating Centrelink,
tax-effective investing and
stockbroking.
As an Authorised Representative
of Bridges, Peter is able to assist
clients in the area of:
> Tax-effective investment
strategies
> Superannuation
strategies
> Retirement planning
> Centrelink entitlements
> Stockbroking
> Salary packaging
> Life insurance (life, TPD,
trauma, income protection,
business expenses)
> Estate planning.
Backed by a team of leading
research analysts clients have
access to a range of leading Australian
and international fund managers as
well as listed investments.
Peter is committed to building
long-term relationships with clients
by providing them with appropriate
professional advice and personal
ongoing service.
Peter Perkins
B Bus(Acc) DipFP
Authorised Representative’s Number,
issued by the Australian Securities and
Investments Commission: 264005
Financial advice makes a differenceSeeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs.
Contact details
Citigate Shop 1
451 Pacific Highway
North Gosford NSW 2250
Telephone
02 4323 7468
Fax
02 4324 1717
To arrange a complimentary, obligation-free initial consultation with Peter call 02 4323 7468
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