Level 1, 184-192 Pakington Street, Geelong West VIC 3218
Financial Aspects was established in 1991. With over 30 years of combined experience, Financial Aspects has been providing financial planning advice and personalised service to its clients throughout the wider community.
Financial Aspects will build a personalised, formal financial plan with a long-term strategy that aims to create your wealth and maintain it, protect it and manage it throughout your life.
Qualified financial advisers can implement a financial plan that will help you achieve your financial goals.
Financial Aspects has the experience, expertise and commitment to help achieve these goals by providing professional financial planning advice and importantly ongoing review service to “keep you on track”.
Areas of specialty
- Personal and business insurance protection
- Succession Planning
- Wealth accumulation
- Pre and post retirement planning
- Centrelink planning
- Aged care advice
- Redundancy advice
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence No. 234665
Principle Address: Level 9, 750 Collins Street, Docklands, Victoria 3008
Charter Financial Planning is a principle member of the Financial Planning Association.
Financial Aspects uploaded a new special offer
Thu 15th Dec
Our Team Profiles
Having been exposed to financial planning from a young age, Daniel commenced planning for his own financial future well before his twenty-first birthday! This personal experience, achieved with occasional parental guidance in the early years, has provided the perspective that he draws upon when tailoring a financial plan for his clients. Danielâ€™s caring nature led him to undertake and complete a Bachelor of Prosthetics and Orthotics backed by a Bachelor of Science. However, his innate love for financial planning led him to achieve his DFP with excellent results at each level of his studies. Daniel has recently undertaken the Certified Financial Planner qualification which is the highest recognised financial planning qualification internationally and expects to complete those studies by 2010. Daniel specialises in the self-managed superannuation fund space as well as providing his clients quality up-to-date advice on superannuation, wealth accumulation and protection and succession planning. During his university days Daniel travelled extensively through Indonesia, Thailand and the United States. These days he plans his holidays to widen his travel experiences, recently visiting Russia, Sweden, Cambodia, Laos and Vietnam with his wife Sally. He continues to pursue his love of fine food, Australian wines and rock climbing.
Jodi is dedicated to professional development. Whilst undertaking tertiary studies towards a Bachelor of Science, she worked part time for a financial planner, initially as a personal assistant. It was at this time that she discovered her natural ability in the area of financial planning. Jodi undertook further studies and is now qualified with a Diploma of Financial Planning. To further enhance the areas of expertise that she can offer her clients, she also has completed a Diploma in Mortgage Lending. For the first eight years Jodi specialised in the areas of Superannuation and Retirement Planning, Personal Risk Insurance as well as Finance Broking. Since joining Financial Aspects in 2003, Jodi has also incorporated Centrelink planning, Business Succession Planning and Aged Care Advice into her areas of advice. Jodi has recently undertaken the Certified Financial Planner qualification which is the highest recognised financial planning qualification internationally and expects to complete those studies by 2010. With husband, Guy and daughter, Neyha, Jodi enjoys the natural beauty of Australia with camping and 4WDing regular activities. They take long walks along the beach at Barwon Heads accompanied by their ever faithful dogs, as they complete the garden at their home nearby. Jodi and her family have also travelled extensively through South East Asia and are eager to extend these travels through China & South Korea in the future.