Additional information

Mission statement:

"To be the chosen partner in fulfilling the financial goals and aspirations of our clients by providing professional advice and the highest quality service".

Profile:

he business provides advisory services in the following areas:
Retirement planning
Superannuation portfolio management
Growth investments with tax benefits
Risk Management
Self Managed Super Funds
Centrelink integration strategies

Overview:

Primeplan Securities Pty Ltd (ABN 59 070 507 275) was formed in May, 2000 to provide a comprehensive range of financial advisory services to clients in Victoria and Tasmania.

Primeplan places the highest regard on business ethics and client satisfaction. All of the Directors of Primeplan Securities are Certified Financial Planners (CFP), which is the highest professional designation issued by the Financial Planning Association. To obtain this qualification it is necessary to have extensive industry experience, and have undergone rigorous study. The qualifications gained by CFP’s are well above those required by law to provide financial advice.

We are a Principal Member of the Financial Planning Association, and adhere to the FPA Code of Ethics and Rules of Professional Conduct. Our policy is to obtain a complete and thorough knowledge of the client and their financial position before making a recommendation. We have an ongoing co mmitment to integrity and consistent high standards of conduct in all that we do.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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