AXA Financial Planning Glen Waverley - Australia

AXA Financial Planning is an Australian Financial Services Licensee (AFSL 234663) owned by AXA Australia. AXA Australia has now been helping Australians provide for their financial future for over 100 years. AXA Australia is a member of the Global AXA Group, one of the largest financial services groups in the world with an enviable track record in meeting the superannuation, investment and insurance needs of 50 million customers worldwide. That makes AXA a winning combination of global strength and local knowledge - working for you.

Charles Ellul , who is an authorised representative of AXA Financial Planning Ltd is authorised to provide financial service advice and deal in financial products on behalf of AXA Financial Planning Ltd. Australian Securities and Investments Commission (ASIC)  

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representative number 284502.

Education and Qualifications:
Diploma of Financial Planning, Deakin University Certified Financial Planner

Experience:
22 years in the financial services industry

Membership:
Member of the Financial Planning Association Affiliate Member of the Australian New Zealand Insurance Institute.
Member of the Authorised Representatives Association

We offer a range of services which include:
Advice:
Guidance on budgeting
Savings and wealth creation strategies
Investment planning
Superannuation planning
Pre-retirement planning
Retirement planning
Risk and insurance analysis
Estate planning considerations
Centrelink planning
Salary packaging advice
Business succession planning

Products:
Superannuation products
Self managed super funds
Retirement income streams
Personal Insurance
Business succession insurance
Master trust products
Geared products
Cash management trusts
Direct fixed interest
Managed investments
Direct shares
Socially responsible investments
Agribusiness