Our team

 

Jeffrey Agius

CFP®, CERTIFIED FINANCIAL PLANNER®,

Advice we specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Superannuation
  • Estate planning
  • Wealth management
  • Wealth protection
  • Group insurance
  • Company insurance
General advice we provide
  • Banking solutions
  • Salary packaging
  • Debt management
Qualifications
  • Certified Financial Planner
  • Diploma of Financial Planning
  • Advanced Certificate in Accounting
  • Member of the Financial Planning Association of Australia Limited
  • Justice of the Peace
Memberships and Associations
  • Member of the Financial Planning Association of Australia Limited
Experience
  • AMP industry experience since 1987