Leanne Moir and her team at Goldline Financial Planning based in Bunbury WA became the fourth practice to join the expanding advisory network within the last twelve months.
The former Founder and CEO of Sentry Group and Sentry Advice (now owned by WTL Financial Group) Murray Hills, says that Goldline is a very well respected practice specialising in superannuation, SMSFs and retirement planning since 2001.
Murray is one of Australia’s most experienced executives in managing and operating financial services licences with a proven history of helping practice owners reach their potential in a safe, secure, and caring environment.
PFP Financial Services is a relationship driven, full-service licensee partner for financial advice businesses with its Head Office in Perth bringing proven licensee expertise, experience, and service with local presence to the financial advice community in Western Australia.
The fees are simple, fair, and easy to understand No hidden costs. No nasty surprises. Whilst offering choices in the level of support and services that are right for advisers and their clients, it takes great care in ensuring that it treats everyone fairly and with empathy and respect.
By offering local one-on-one financial adviser liaison and field support plus the in-house compliance and technical team providing same day response when needed, PFPFS is keen to attract quality practices in WA planning to build strong prosperous businesses focussed on their client’s needs.
Practice principals should call Murray on 0408 929 176 or email mhills@pfpgroup.com.au for a confidential discussion and checkout their website www.pfpgroup.com.au.