Sylvia Pembroke is a Certified Financial Planner and Authorised Representative of Charter Financial Planning, Australian Financial Services Licensee, Licence No 234665. Sylvia has 15 years experience in the financial planning industry with particular interest in Self Managed Superannuation Funds.

As an Authorised Representatives of Charter Financial Planning, Sylvia is able to give professional advice on:

• Establishment or wind-up of an SMSF

• Making contributions to a SMSF

• Changing/replacing/establishing a life policy owned by the trustee on the life of a member

• Establish or change the investment strategy of the fund.

• Placement of investments for a SMSF

• Establishment a reserving policy

General Financial Planning advice is provided in conjunction with Matt Hawthorn of Hawthorn Financial Planning.  Matt is an Authorised Representative of Charter Financial Planning and he is able to give advice on

• Insurance

• Investing and Gearing

• Retirement Planning

• General Superannuation Planning      

To view more information about what Matt can offer in the Financial Planning area please use the following link to his website www.hawthornfp.com.au

Charter Financial Planning Limited ABN 35 002 976 294. Licence No. 234665. Registered Ofice: Level 9 750 Collins Street, Docklands, Victoria 3008