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Synergy Wealth Solutions
       
 
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Additional information
 
Synergy Wealth Solutions
 
 
Overview: 

Synergy Wealth Solutions delivers an ongoing partnership that provides innovative solutions and a reliable, accessible service from a professional responsive team.
Advice we specialise in
Retirement planning
Financial planning
Banking solutions
Investment planning
Superannuation
Wealth management
Debt management
Wealth protection

General advice we provide
Small business advice
Estate planning
Salary packaging
Group insurance
Company insurance

Qualifications
Peter has obtained his Advanced Diploma of Financial Services (Financial Planning) and is an Accredited Mortgage Consultant (AMC).
Jodi has obtained her Advanced Diploma of Financial Services (Financial Planning), Diploma of Superannuation Management and is an Accredited Mortgage Consultant (AMC).
Michael has a Diploma of Financial Services (Financial Planning).

Memberships and Associations
Jodi & Peter are members of the Financial Planning Association (FPA) and the Mortgage Industry Association of Australia (MIAA).

Experience
Peter has been an AMPFP accredited Financial Planner since 2000.
Jodi has been an AMPFP accredited Financial Planner since 2002.
Michael has been an AMPFP accredited Financial Planner since 2008.


 
 
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