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Articles Financial Advice

 

Financial Advice | Retirement

Over 55 and selling your family home? Top up your superannuation!

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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