All Topics / Help Needed! / SMSF Financial Planner

Viewing 5 posts - 1 through 5 (of 5 total)
  • Profile photo of David ParringtonDavid Parrington
    Join Date: 2017
    Post Count: 13

    Hello Guys,

    Does anyone know of or could recommend a financial planner with experience in SMSF property investing preferably located in Darwin. If not located in Darwin then at least someone very experienced in that field that I could have a chat to?

    Cheers guys

    David Parrington

    Profile photo of JaxonJaxon
    Join Date: 2014
    Post Count: 284

    Hey David,

    I am friends with Jonathan the owner of

    (based in brisbane and good at what they do)

    they set up one of my mates SMSF for him, organised each detail etc.

    love to hear how it goes regardless

    Kind regards

    Jaxon Avery

    Jaxon | Jaxon Avery – Financial Adviser
    Email Me | Phone Me

    JPA Financial Services Pty Ltd

    Profile photo of Richard TaylorRichard Taylor
    Join Date: 2003
    Post Count: 12,024

    Hi David

    What exactly are you needing from a FP ?

    Is it more on the advice side of the equasion or are you wanting information on the Accounting and regulatory requirements such as Auditing etc.

    Let us know and we can direct you accordingly.


    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of TerrywTerryw
    Join Date: 2001
    Post Count: 16,213

    try both accountants and financial planners- in melb tho

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide)

    Profile photo of Corey BattCorey Batt
    Join Date: 2012
    Post Count: 1,010

    Not too many FP’s up in Darwin! Haven’t met any of the guys up North who usually come down to Adelaide for most training events – but there is a couple kicking around.

    One of my advisers Steve from our office is the SMSF whiz – with years under his belt as a CFP and previous accounting background. Feel free to send an email through if you’d like to have a chat:

    Corey Batt | Precision Funding
    Email Me | Phone Me

    Investment Focused Finance Strategist - servicing Australia-wide

Viewing 5 posts - 1 through 5 (of 5 total)

You must be logged in to reply to this topic. If you don't have an account, you can register here.