Financial Planning advice provided as a Corporate Authorised Representative of Boston Reed Pty Ltd (AFSL: 225738 ABN: 89 091 004 885)Credit Advice under Balancy & Associates Financial services Pty Ltd t/as Cambridge Financial Solutions. Australian Credit Licence no 419768Specialist advice in;* Residential Mortgages* Investment Mortgages* Commercial Mortgages* Private Funding* Syndication Finance* Property Development Finance* Business Loans*… Show more Financial Planning advice provided as a Corporate Authorised Representative of Boston Reed Pty Ltd (AFSL: 225738 ABN: 89 091 004 885)Credit Advice under Balancy & Associates Financial services Pty Ltd t/as Cambridge Financial Solutions. Australian Credit Licence no 419768Specialist advice in;* Residential Mortgages* Investment Mortgages* Commercial Mortgages* Private Funding* Syndication Finance* Property Development Finance* Business Loans* Specialised Finance (ie Debtor Factoring, Service Station Funding ect..)* Asset Finance Show less

As an authorised representative of Boston Reed Pty Ltd AFSL 225738 I can give advice on the following to wholesale and retail clients;* Superannuation (inc SMSF set up and Management)* Superannuation Investment Strategies* Structured Investments* Domestic & Global Equities* Managed Discretionary Accounts* Managed Funds & ETF's* Seperately Managed Accounts (SMA)* Bonds and Coporate Debt Markets* Portfolio Management* Fixed Income* Listed… Show more As an authorised representative of Boston Reed Pty Ltd AFSL 225738 I can give advice on the following to wholesale and retail clients;* Superannuation (inc SMSF set up and Management)* Superannuation Investment Strategies* Structured Investments* Domestic & Global Equities* Managed Discretionary Accounts* Managed Funds & ETF's* Seperately Managed Accounts (SMA)* Bonds and Coporate Debt Markets* Portfolio Management* Fixed Income* Listed Property* Risk Insurance (Life, Income Protection, Total & Permanent Disability, Trauma, Business Risk Insurance)* Financial Planning* Retirement Planning* Pension Advice* Centrelink Advice* Estate Planning* Business Succession Planning Show less

Strategic funds management of private mortgage funds of property securities

Specialist Advice in;* Venture Capital Raising* Corporate Finance Consulting* B2B Advice* Management Buy ins and Buy outs* Australian Credit Licensing* Re-capitalising micro & small caps 'shells' of listed entities* Back door listing advice* Property project marketing & sales* Property syndication advice

Financial planner

Corporate Authorised representative of Wealthsure Financial Services Pty Ltd AFSL no 326450As an authorised representative of Wealthsure i can give advice on the following;* Superannuation* Managed Funds* Fixed Income* Direct Equities* Risk Insurance (Life, Income Protection, Total & Permanent Disability, Trauma, Business Risk Insurance)* Retirement Planning* Pension Advice* Centrelink Advice* Estate Planning

I have worked in finance since i finished University basically. I have worked on both sides in finance - from dealing with debt to funds management. I have many years of hands on experience in all aspects of financial management. Have worked in managing debt, fixed income portfolios, securitisation, bonds, debentures, portfolio asset allocation both wholesale and retail, credit analyst and management consulting and relationship sales management dealing with intermediaries and their clients with… Show more I have worked in finance since i finished University basically. I have worked on both sides in finance - from dealing with debt to funds management. I have many years of hands on experience in all aspects of financial management. Have worked in managing debt, fixed income portfolios, securitisation, bonds, debentures, portfolio asset allocation both wholesale and retail, credit analyst and management consulting and relationship sales management dealing with intermediaries and their clients with various organisations both in Australia and overseas i have gained great knowledge in financial services. Show less