Financial & Investor Management
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Welcome to Financial & Investor Management Aged Care is a specialized field without many specialists. If you want the best possible outcome in terms of fees and pension get the best advice available






Steve Hill

Principal Financial Adviser / Director
Steve has been in the Financial Services Industry since 1984 and is an Authorised Representative of Apogee Financial Planning Limited.

Steve has been able to provide advice on a holistic basis since then but has made his mark in the specialist Aged Care financial planning area since 2004.

Steve has the ability to simplify complex issues to make it easy for clients to understand what direction they should take and why.

Steve has qualified for his Advanced Diploma of Financial Planning.

Steve is able to provide a one stop shop for all your financial planning needs.

Under the Apogee Financial Planning Ltd charter Financial & Investor Management does not receive commissions and operates on a transparent fee for service basis.

Steve's Qualifications, Experience & Affiliations are:

Advanced Diploma in Financial Planning
Associate member of the Financial Planning Association (FPA) of Australia
Over 15 years in small business management
Over 26 years in the financial services industry
Steve is authorised to offer you the following Financial Services:
Advice on investment objectives and strategies to help you achieve your financial goals;
Advice on structuring your investments and superannuation for maximum tax effectiveness and flexibility;
Advice on wealth creation strategies and cash flow management issues;
Superannuation and investment portfolio construction;
Administration of and reporting on your investments including performance and asset allocation position;
Regular review of your financial planning strategies, objectives and portfolio investments;
General advice on lending;
Retirement planning advice;
Life insurance advice;
Estate planning advice.
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Kylie Stevens

Paraplanner / Executive Assistant
Kylie has recently been accepted into the MLC Adviser Scholarship Program. The program provides an intensive course that will assist Kylie in developing advanced skills in client relationships, practice management, strategic advice and technical knowledge.

The program aims to mentor and train new and upcoming financial advisers and offers an intensive course that will equip Kylie with skills that would normally take much longer to acquire.

Kylie eventually hopes to become a financial adviser with a wide range of quality skills to serve clients well.

Kylie's Qualifications & Experience are:

Diploma in Financial Planning
Over 16 years in client services management
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Our Services Include

Aged Care, Superannuation, Wealth Protection, Retirement, Estate Planning
Wealth Accumulation, Debt Management, Investment Advice, Tax Solutions


"The greatest compliment we can receive is your recommendation to friends and family"
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Hours
Mon - Fri: 9:00 am -6:00 pm
Phone 0395767444



Email Us for more Info



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Need advice on aged care fee minimization? Contact us or check our website www....
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20 Draper Street McKinnon,
Melbourne, Australia 3204
Phone 0395767444
shillfaim@optusnet.com.au
http://www.faim.net.au


 

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