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Articles Financial Advice

 

Financial Advice | Retirement

Over 55 and selling your family home?

If you are over 55 and sell your principal place of residence, you may be eligible to contribute up to a maximum of $300,000 to your super fund.

 
 

Financial Advice | Wealth Creation

Spotlight on Darcy Morris – Authorised Rep

All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Darcy Morris tick …

 
 

Financial Advice | Wealth Creation

Spotlight on Greg Luscombe – Authorised Rep

All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Greg Luscombe tick …

 
 

Financial Advice | Wealth Creation

Spotlight on Myles Martin – Authorised Rep

OzPlan’s Authorised Representative Myles Martin talks about why he loves being a financial planner and how he helps his clients.

 
 

Financial Advice | Wealth Creation

Spotlight on Vince Gagliardi – Authorised Rep

All of our Authorised Representatives are experienced Financial Planners.  Each however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Vince Gagliardi tick …

 
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