Guy Amon Email & Phone Number

Australia

I work with clients of Providence Wealth on a holistic strategic basis to optimise outcomes in conjunction with their professional legal and accounting advisers

Mona Vale And Sydney Cbd

As Chairman of ACD Financial, I have the privilege of leading a team of highly qualified advisers who have strong technical skills and who care about the financial well being of clients.My role is to grow the value that ACD adds to clients by acting as a client advocate for the business and to act as an entry point for people wanting to do business with us. I will also provide a second opinion on the more complex situations that we come across as well act as a back up when a principal is on leave.The principals of ACD have a commitment to making a contribution to the broader community by helping those in financial difficulty to take control of their financial circumstances. We also aim to and to utilize our skill base to assist in other charitable endeavours.

Sydney Cbd And Mona Vlae

Provide investment and financial planning advice for a fee. Focus on assisting clients to achieve their financial goals whilst optimising their use of tax effective structures and government entitlements.Look at the whole client financial needs and issues (family estate and parents)Recommend and manage investments and insurances which are consistent with their objectives Avoid conflict of interests at all costs.Work purely on referralAct openly with clients at all timesProvide a stimulating work environment which caters to family needs

Invest funds for Scripture Union Movements in Australia

managing partner of ACD FInancial

Established a top ten financial planning practice, introduce fee for service and transparent pricing

designed and managed products and services in the field of superannaution

Sydney, Australia

Designed and managed corporate superannuation products introduced multi manager investment options

B Comm(Hons). Llb, Commerce Accounting And Law Personal Financial Planning

Activities and Societies: Scripture Union Church acitivities tennis charity work

B Comm. Llb, Accounting And Financial Management