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1Call an Adviser
2Develop a plan for your future
3 Implement it

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Home Your Planners

Your Planners

Your planners at AFPG are fully qualified with years of experience in helping our clients achieve their financial goals.

We would like to introduce you to them:

Matt Carter

Director
GDipMgt, MFAA

Nick Perkins

Financial Advisor
DFP, DFS, MFAA

Jordan Green

Financial Advisor
DFS, JP, MFAA

Sam Loveder

Financial Advisor
DF&MBM, AdDFP, MFAA

Anthony Webb

Senior Financial Advisor
DFP, SMSF Accredited, MFAA

Steve Watson

Financial Advisor
DFP, MFAA

Vivien Bareka

Financial Advisor
ADFP, SMSF Specialist

Ruben Bock

Portfolio Manager
CFA L3 candidate, BCom
 

Testimonials

Ever since AFPG and I formed an alliance to service my clients' needs, it has been a rewarding outcome for all concerned. Feedback received from my clients has always proven to be extremely positive, with my clients able to attest to receiving the same (highest) level of service from AFPG as is afforded to them from myself.

AFPG have proven time and time again to act professionally, competently, and with care each and every time with all my clients. Highly recommended !

-Frank Giacomello, Accountant

I recommend AFPG without reservation for these reasons:

I know from experience that Matt Carter and his team work quickly and efficiently to bring positive solutions to my clients. I know once any initial business is transitioned there will be regular monitoring and follow up both directly and through our practice to ensure a holistic approach to the needs of the client.

Recommending AFPG is a no-brainer for this practice.

- Jeffrey Banks,

BANKS CONSULTANCY

What's New

AFPG Newsletter As our economy bounces back, find out more about what it means for you Save tax and build wealth with greater flexibility in retirement

Quick Tips

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AFPG Pty Ltd

NSW Office
Level 13, 227 Elizabeth St
Sydney NSW 2000
T: 02 8268 7000
F: 02 8268 7099

VIC Office
Level 2, 437 St. Kilda Rd
Melbourne VIC 3004
T: 03 8866 0000
F: 03 8866 0099

AFSL: 247430
ACL: 247430
ABN: 66050139850