Financial Planning

CCU makes available to members on-going financial advice which is provided by an Authorised Representative of My Adviser Pty Ltd. Formulating a personalised financial plan is the key to living life the way you want…always!

Whatever your stage in life or your individual circumstances, planning your financial security for today and the future will help you achieve your lifestyle and financial goals.

NOT a One-Size-Fits-All Philosophy

A suitable financial plan should consider your personal risk profile as well as your individual needs and circumstances. My Adviser offer a personal approach with on-going attention and assistance after your initial financial plan has been implemented.

My Adivser offers a complete range of financial services such as:-

• Personal wealth/investment planning
• Gearing for investment
• Tax effective investment strategies
• Superannuation (including rollovers)
• Retirement planning
• Redundancies
• Life insurance through brokerage services
• Property Investment Loans

For more information on how you can achieve financial peace of mind call (07) 4931 4964 for an appointment with our Authorised Representative .

My Adviser Pty Ltd

ABN: 80 065 370 354

AFSL No: 238307

Authorised Representative No: 299305.