MILTON PROFESSIONAL OFFICES
Coast Financial
Planning specialise in tailored, comprehensive and considered financial
plans to meet your financial goals and needs. For professional advice
on:
- Borrowing to invest
- Taxation strategies
- Superannuation advice
- Retirement planning.
- Insurance
- Estate planning
- Ongoing review service
- Direct share placement and advice
- Managed fund research
Contact us
for more information.
Member
of the Financial Planning Association of Australia Limited
5/41 Wason Street, Milton NSW 2538 (PO Box 92) - Ph: 02 4455 4155 - Fax: 02 4454 0781- email: coastfinancial@austarnet.com.au
Gregory Stoddart, AFPA
Principal, Coast Financial Planning
Greg Stoddart is an associate and authorised representative of Wealthsure Pty Ltd, Australian Financial Services Licensee, and Life Insurance Broker.
Greg has extensive experience in the financial services, having worked in banking, financial markets and financial planning industries for the past 20 years.
The last 10 years have been exclusively as a financial planner managing portfolios, ranging from small, individual clients, to high net worth individuals and families.
Specialising in wealth creation strategies and retirement income planning, Greg is well positioned to look after the needs of all clients.
