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SBA Financial Pty Ltd

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SBA Financial Pty Ltd

Overview:

Shane Bond , the founder of SBA Financial Pty Ltd ACN 005 801 561 entered into the financial services industry on 3rd April, 1981. From the early beginnings, Shane’s real importance is being able to offer a full range of products and services to his clientele.

As a result SBA Financial is able to offer the most appropriate investment, strategy or product best suited to our clients

SBA Financial is a boutique financial planning practice founded on professionalism, integrity and exception service. We work together with you to ensure you succeed in achieving the lifestyle you desire.

SBA takes a holistic approach, so you do not need to go anywhere else. We complement our financial advisory offering with referrals to accounting and legal services.

We understand that finance can be complex and at times intimidating, so we offer a comfortable and relaxing environment to which to work with you.

All SBA Financial Advisers undertake regular and extensive training in all aspects of the profession. They all have a comprehensive understanding of financial markets, investment strategies, investment products, superannuation and the implication of tax and Centrelink regulations.

SBA Financial and its Advisers are backed by strong regulatory governance.

SBA Financial on the 16th January, 2004 obtained our Australian Financial Services Licence, AFSL number 238060

SBA Financial are an authorised credit representative of AFG mortgage brokers (credit representative #369316), and a member of the Mortgage & Finance Association of Australia (MFAA).

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