Financial Planning
Daley Financial Planning is at the forefront of Financial Planning businesses in the Illawarra and Southern Highland regions. We handle all our client's personal situations with the highest level of expertise and ethics, enabling a consistent professional experience for each client.
Services Offered
Daley Financial Planning tailors services and products to meet the financial and lifestyle needs and objectives of our clients.
- Services include:
- Full Financial planning
- Managed funds
- Investment advice
- Personal superannuation
- Pre & Post retirement planning
- Corporate superannuation
- Salary packaging
- Self managed superannuation funds
- Self managed superannuation strategies
- Tax effective products
- Personal insurance
- Life, Disability & Trauma insurance
- Estate planning
- Income protection insurance
- Gearing & wealth creation
- Retirement income streams
- Portfolio reviews
- Tax effective planning
- Social security & Centrelink advice
Financial planning team
Daley Financial Planning employs a team of experts who specialises in: Superannuation and retirement planning as well as having expertise in wealth creation and personal insurances. Click for the Daley Financial Planning Team Profile
History
Daley Financial Planning initially commenced in 1998 as Daley Financial Services, an initiative of Daley & Co Chartered Accountants in order to help service the financial services needs of our accounting clients and the people of the Illawarra.
Present
In April 2005, we made the important decision to align Daley Financial Planning with a dealer group called Australian Financial Services Limited. Australian Financial Services Limited is a market leader in providing financial planning licenses and back office services to financial planning businesses such as ours.
The decision was made very easily given Australian Financial Services strong culture and belief of having a client-first focus. The alignment allows us to focus on our clients, while Australian Financial Services focus is on back office solutions such things as technology, compliance, regulation, research & policy.
Future
Our mission statement is: To achieve the best result for our clients each and every time.
In all dealings with clients we endeavour to adhere to this mission so that all of our clients are treated in the best possible way.
Who are Australian Financial Services?
Australian Financial Services Ltd, ABN 50 116 900 362, AFSL 297239 (AFS) are one of Australia's leading Financial Planning groups with more than 90 representative offices around Australia. Through their commitment to assisting clients achieve their financial goals and objectives, they have developed a sound, highly regarded dealer group with a large client base made up of over 50,000 Australian individuals, families and companies.
Daley Financial Planning ABN 88 175 877 572 is a corporate authorised representative (no. 299758) of Australian Financial Services Ltd ABN 50 116 900 362, which is the holder of an Australian Financial Services Licence No. 297239.
AFS is committed to assisting clients achieve their financial objectives through sound planning practices, continuing education, and professional business ethics.
AFS representatives receive the highest quality training and support services to ensure that the advice they provide to clients is competent and professional.
General Nature of Information
The information on this site is of a general nature only. Full details of products and services on this site can be obtained by contacting Australian Financial Services Ltd or your financial adviser. This site is not designed for the purpose of providing financial or investment advice or recommendations, and should not be relied upon as such. Professional advice tailored to your individual investment objectives, financial situation and particular needs should be sought for this purpose.
