The diagram below provides a concept model of the financial planning process.

Each step will be discussed, and any questions will be answered, in the initial appointment.
 

  


 
 

  

 

 

 

 

 

 

 

Tel:  61 7 3221 3358

Email: info@genfinadvice.com.au

>> Disclaimer

 Fax: 61 7 3221 0167 Level 9, 316 Adelaide St, Brisbane Q 4000 Australia
GPO Box 704, Brisbane, Q 4001 Australia
 
 

Ross McConachie is an Authorised Representative (Number 253230) of Tupicoffs Pty Ltd.
All advice is provided by Tupicoffs Pty Ltd ( ABN 33119431168 ), principal address,
Level 3 133 Mary Street. Brisbane, Queensland, 4000
Tupicoffs Pty Ltd is an Australian Financial Services Licensee, Licence Number 302670, and an Australian Credit Licensee, Licence Number 302670.
 
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