FINANCIAL ADVISER PROFILE - NT

Profile:

The All Financial Services team believes in turning Clients’ dreams into concrete plans. Making the right financial choices can help you achieve and enjoy the lifestyle you want. At All Financial Services, you’ll be provided quality financial advice to help you get to where you want to be. The advice will be tailored to suit your needs and will cover important aspects of your money
including:

• Lifestyle Financial Planning
  
• Superannuation
  
• Debt Management Strategies
  
• Wealth Protection and Insurance
  
• Taxation Strategies
  
• Estate Planning and Intergenerational Planning
  
• Investment Solutions

The Vision

Improving the quality of people’s lives through a living financial plan

The Missions

All Financial Services assist people to manage their financial affairs to achieve their lifestyle goals reliably, through well researched advice and effective implementation.

There is a team of 5 qualified advisers and 10 experienced support personnel to ensure we live the vision and mission with our Clients.

In summary, Clients choose All Financial Services because:

• The lifestyle financial planning approach helps Clients turn dreams into achievable goals.
  
• Clients make the right choices because they’re dealing with advice specialists who can explore all the options with them.
  
• Advice and investment strategies get the attention they deserve because the adviser is backed by an experienced strategy research and investment team.
  
• Clients have a financial guide helping them make informed choices throughout their life
  

Sean Osborne, has been individually authorised (Representative Number 263969) to provide financial product advice and deal in all of the below mentioned categories as an Employee of All Financial Services Pty Ltd on behalf of Aon Wealth Management Limited.

Experience

Sean has been in the financial planning industry since 1997 where he started as a Financial Planner in the UK with NatWest Bank. He then moved to the Northern Territory in 1999 where he has continued as a Financial Planner.

Qualifications:

• Advanced Diploma of Financial Services (Financial Planning)
  
• Financial Planning Certificate (UK)
  

Professional Memberships:

• Affiliate Member of the Financial Planning Association

Contact Details:

NAB House Ground Floor,
Suite 4 , 71 Smith Street
Darwin NT 0800

GPO Box 2478
DARWIN NT 0801

Phone: (08) 8981 5900
Fax: (08) 8981 3744
info@afsnt.com.au

AUTHORISATIONS

Sean Osborne is authorised to provide financial product advice and deal in the following:

(i) deposit and payment products limited to:

• basic deposit products;
• deposit products other than basic deposit products:

(ii) life products including:

(a) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and

(b) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

(iii) interest in managed investment schemes including investor directed portfolio services;

(iv) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);

(v) superannuation

Risk Advice:

Aon Wealth Management Limited may be entitled to receive commissions and other benefits, paid to them by the companies, upon the placement of policies.  The Insurance and Superannuation Shop Pty Ltd will receive a percentage of these commissions and benefits.

The above is a guide only and full details of commissions and any other benefits will be disclosed upon recommendation of products. The above fees and charges are payable to All Financial Services Pty Ltd of which Sean is an employee and receives a salary.