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McMillan Financial Planning Pty Ltd

McMillan Financial Planning Pty Ltd is part of the McMillan Partners group who are owned and controlled locally. We are licensed with the Australian Securities and Investments Commission and are principal members of the Financial Planning Association of Australia.

Financial Planning is run by Gerard Witts, who is a Fellow of the Institute of Chartered Accountants and has in excess of 25 years experience in the industry.

At McMillans we recognise that there can be difficulties faced when investing. Our approach is to ensure your investment objectives are reached. We strongly believe that it is impossible to give accurate and independent advise without first gathering your information. The type of investments you make then become obvious once we understand where you are headed.

Keywords: Financial Plannning, Superannuation, Retirement, Investments, Centre Link, Plans, Reviews, Tax Effective, Financial Advisor, Managed Funds, Life Insurance, Risk Insurance, Shares, Negative Gearing, Allocated Pension, Redundancies

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Contact Name: Gerard Witts
Phone: 03 5174 6699
Fax: 03 5174 9932

Level 2 RACV Centre 32 Kay Street Traralgon

How often email is checked: Every business day
Website: http://www.mcmillanpartners.com.au

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