Your local ClearView Financial Adviser is...
Simon Pownall
CFP, Dip FP, BComm
I’m a Certified Financial Planner with over 25 years experience in the financial services industry, including 10 years as a financial adviser. I hold a Bachelor of Commerce Degree, a Diploma of Financial Planning and a Graduate Certificate in Adult Education. I’m a member of the Financial Planning Association of Australia, and meet the Financial Planning Association’s professional standards.
As a ClearView Financial Adviser, I can help you with:
- Your financial needs in retirement
- Income-generating investments
- Strategies to reduce tax
- Wealth creation through investments
- Roll-overs and Superannuation
- Strategies to increase Centrelink benefits
- Life Insurance protection for you and your family
To find out if I may be able to help you, please call 132 976 or Request a Meeting Online
Any advice in this material is general advice only and does not take into account your individual objectives, financial situation or needs. Before acting on it you should consider the appropriateness of it, taking into account your personal circumstances. ClearView Financial Advisers are representatives of ClearView Financial Management Limited.