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AJD Financial Services Ltd

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AJD Financial Services Ltd

Overview:

We are based in Perth, and working locally with clients just now and in the future will always be a fundamental part of our longer term business plan.

We provide financial planning that is tailored to your situation, and as an Independent Financial Advisory firm we are completely unrestricted as to whom we use or the products we use.

Our Services Financial Services & Advisor Perth

We are able to provide advice on many different aspects of financial planning, helping different individuals with different strategies at different stages of their lives.

As an independent financial advisory firm, we are not tied to any particular provider, so our services cover a wide range of financial products and providers.

The initial consultation is at our expense which allows us to weigh up your situation which in turn allows us to give you an approximate cost of our services.

AJD's aim is to work with you over the short, medium and long term as your life develops, making sure your existing plans are still suitable for your needs. We will also ensure that you are kept informed of any changes that may affect your financial objectives.

Every individual client is unique, and we aim to tailor our advice to the individual not the masses.

History:

AJD Financial Services Ltd was formed in 2010 by Alistair James Duffy and was established to create a financial planning and advisory service for individual investors and business owners who still want to deal locally, on a one to one basis.

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