Advertise your services here.
Advertise your services here.
Sailed SS Australis out of Southampton 1977.Arrived October in Adelaide via Melbourne 1977.Liverpool/London 1987 - 1992
Adelaide 1992 to eternity:)and one day you'll wake up and stop counting how long you've been here.
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VISTA FINANCIAL SERVICES
“THE ONE STOP SHOP FOR ALL YOUR FINANCIAL PLANNING AND HOME LOAN NEEDS”
At Vista Financial Services I cater for all your financial planning and home loan needs.
I offer a wide range of financial services including:
- Superannuation Advice – Helping you choose the right Superannuation Scheme;
- UK Pension Transfers;
- UK State Pension Advice;
- Risk Insurances (including Life Insurance, Critical Illness and Income Protection);
- Wealth Creation (including Margin Lending and Investment Advice); and
- Retirement Planning (including Transition to Retirement for those over 55 years of age).
I specialise in UK Pension Transfers and run a free, no obligation UK Pension Transfer Seminar every 3-4 months (next one Saturday 23 Jan 2010).
- Residential Home Loans (including First Time Buyers);
- Land and Build Packages;
- Investment Home Loans; and
- Equity Loans for Investment Purposes.
I also specialise in UK Expat Mortgages and have assisted many PIA members purchase their first Australian home.
I am passionate in helping fellow UK expats build and protect their wealth in Australia and my aim is to offer a full suite of financial advice specifically tailored to UK expats. I hope to build a long term trusting relationship by working together to meet your goals.
I offer a free, no obligation initial consultation either over the phone or on a one to one basis with home consultations available both in the evenings and at weekends.
I have extensive knowledge and experience in the Financial Services Industry in both Australia and the UK having worked for several leading UK banks including NatWest and Alliance & Leicester as both a Mortgage Adviser and Financial Adviser.
Contact me for more information.
Last edited by Andrew from Vista Financial; 16-01-2010 at 08:27 AM.
Can you advice some nice insurance company which can offers a scheme in which I can get nice returns after the maturation of the policy?
Last edited by Diane; 27-09-2011 at 07:25 AM.
Hi all, my background is that I worked 16 Years as a Financial Adviser in the UK 9 of which were as an Independent Financial Adviser and Mortgage Broker.
I now work for a large practice in the city which has street parking available. We look after some major employers in Adelaide.
I hold a diploma qualification in the UK and have the Australian Financial Planning Diploma and Advanced Diplomas in Estate Planning, Taxation Planning and Investment Planning.
I offer free consultations at our office. I am married and have three children and we live in Hallett Cove. My style of planning service is to keep things simple and not to make things too technical.
We as a practice offer financial advice in Insurance / Super / Mortgages and lending / Self Managed Super / Investements / 55 and over Transition to retirement and salary sacrifice.
We also serve the best complimetary coffees in our office !!
Steven Guy - UK Pension transfer, Superannuation, Life Insurance, Investment, Self managed Super & Mortgage advice. FIN 231Technical Analysis, Currently taking Masters in Finance.
Financial Adviser Australia Member FPA (Advanced Diploma) (Self managed Super)
BPO Connect Australia
1) Accountant Solutions
2) Leverage Bookkeeping
I have over 20 years experience in the financial services industry and am seeking part time work here in Adelaide. If anyone knows of any vacancies for a paraplanner's assistant, lending assistant or office administrator, please let me know.