Freshwater Financial Planning & Advisory Services Pty Ltd

Carl founded Freshwater Financial Planning & Advisory Services Pty Ltd in 2019. He holds a Bachelor of Business (Business Information Systems) from RMIT, an Advanced Diploma in Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association.

Carl has completed specialist courses in Self-Managed Superannuation Funds with Kaplan Professional and is an Accredited Age Care Professional™ with Age Care Steps.

We can help you with the following:

  • Budgeting and cash flow management
  • Investing in managed funds
  • Personal insurance (life cover, disability, income protection, trauma & Key Man)
  • Superannuation strategies, including Self-Managed Superannuation Funds (SMSFs)
  • Strategic asset allocation
  • Retirement planning (retirement income streams, including pensions & annuities)
  • Estate planning
  • Centrelink and other government benefits
  • Age Care planning
  • Ongoing advice and services, including regular portfolio reviews
 

Freshwater Financial Planning & Advisory Services Pty Ltd is a corporate authorised representative under Axies Pty Ltd ABN 38 136 704 446 [the Licensee], a subsidiary of Spark Financial Group ABN 15 621 553 786, the holder of Australian Financial Services Licence no. 339384