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STRATEGY FIRST FINANCIAL PLANNING PTY LTD
AFSL 290771 · ABN 69114540528 · BROOKVALE, NSW · Licensed since 2005
IndependentSingle State
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6
Advisers
14.3 yrs
Avg. adviser experience
1
States
17%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 67%SMSF Assoc. 17%
% of current advisers holding each professional membership
States: NSW
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