Take Control of your Finances-
3 easy steps
1. Call an Adviser
2. Develop a plan for your future
3. Implement it

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Home Your Planners

Your Planners

Your planners at Australian Financial 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

BEC, MBA, DFP
Director/Financial Planner

Nick Perkins

DFP
Financial Planner

Jamie Laird

CFP
Financial Planner

Jordan Green

DFP
Financial Planner

Phil Oxenbridge

DFP
Financial Planner

 

Testimonials

Ever since Australian Financial Planning Group 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 Australian Financial as is afforded to them from myself.

Australian Financial 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 Australian Financial Planning Group 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 Australian Financial Planning Group is a no-brainer for this practice.

- Jeffrey Banks,

BANKS CONSULTANCY

What's New

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