specialising in taxation and accounting services for small and medium businesses.
 
 
         
Financial Planning      
 
 
 

Sylvia Pembroke is a Certified Financial Planner and Authorised Representative of Charter Financial Planning, Australian Financial Services Licensee, Licence No 234665. Sylvia has 10 years experience in the financial planning industry with particular interest in wealth creation and retirement planning.

Sue Macklin is a Certified Financial Planner and Authorised Representative of Charter Financial Planning, Australian Financial Services Licensee, Licence No 234665. Sue has 10 years experience in financial planning and has extensive experience in associated economic fields.

As Authorised Representatives of Charter Financial Planning, Sylvia and Sue are able to give professional advice on:

  • Retirement Planning
  • General Superannuation Planning
  • Social Security Entitlements
  • Income Streams in Retirement
  • Investment Strategies
  • Risk Insurance Issues

Some useful links:

www.tradingroom.com.au (Stock market information)

www.profinvest.com.au

Or click here to email us for more information.

 

Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665. Registered Office: AXA Australia Centre, Level 3 447 Collins Street, Melbourne, Vic 3000

 

 



 

Sylvia Pembroke
B.Bus(Acc) Dip.T.(Com) FTIA CPA
Dip FP CFP

 


 

Sue Macklin
Certified Financial Planner
B.Ec, Dip FP

Caroline Ward
Paraplanner

Simona Bondor
Financial Planning Assistant


 
         

Phone: (08) 8339-5999
Fax: (08) 8339-5966
Email: