MONEY MATTERS

My Superfund and Centrelink said… I don’t need a Financial Planner

Alan Tickle, Financial Advisor

November 2018

In recent weeks, there has been an increase in enquiry for advice from new clients who have either a dormant relationship with their adviser or product provider.

In particular there were significant amounts in Industry Superannuation Funds with the new clients lamenting not getting advice before they turned 65.

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