Total Members: 158,314

SJ

  • SJ replied to the topic Trust Funds??? I’m confused….help!! in the forum The Treasure Chest 21 years, 10 months ago

    Steve

    1. The advisor has an accounting qualification, but not a member of any professional body.

    2. We live in Qld.

    3. We initially went to this guy looking for a financial planner/advisor. We were looking at investing in property but were also looking for help with our total financial plan, ie. setting up salary sacrifice, tax advice, and…[Read more]

SJ

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