STRATEGIC WEALTH PARTNERS

4.6/5 (64)

Name	STRATEGIC WEALTH PARTNERS
Address	33 Williams Street, Warragul, VIC 3820
Phone	+61-356234400 +61-1300784977
Email ID	[email protected]
Speciality	Building Wealth, Estate and Succession Planning, Financial, Financial Solutions and Tax Planning, Aged Care, Risk and Cash Flow Management, Portfolio, Personal Insurance, Self Managed Super, Retirement, Income Protection & Superannuation
About	Strategic Wealth Partners is an expert financial planning firm in Warragul that helps you make smart money choices to have the freedom and the life you want. Paul Broeren is the managing director and proprietor of strategic wealth partners. He is a qualified financial planner (CFP) with an advanced financial planning certificate. He also holds additional qualifications in the specialist areas of derivatives, shares and (SMSF Specialist Adviser) Self-Managed Superannuation Funds. He has a special interest in giving structural advice to Estate Planning issues for both individual clients and small businesses. Mark Furlong is also a financial planner who has previous employment experience of around 20 years within the financial services sector. The team can access industry experts to provide coordinated outcomes to reach your financial and lifestyle needs in an easy to understand manner.
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