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Brian Rafton

Senior Financial Adviser

Location: Melbourne

Qualifications

  • Diploma of Financial Services (Financial Planning)

Specialist Training Courses

  • Statement of Attainment Securities
  • Self Managed Superannuation Funds

Experience

  • Been in financial services industry since 2003
  • Been a financial adviser since 2003

What our customers have to say

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards