President Financial Services Pty Ltd

WELCOME

Personnel

President Financial Services Pty Ltd is headed by co-proprietors, David Pratt, Simon Edwards and Robert Fernandez; each of whom has over 15 years in the Financial Service industry. Practicing as Authorised Representatives of AMP Financial Planning Pty Ltd, each proprietor has the ability to access products from a wide range of financial institutions.

We provide advice for the following (for both corporates and individuals):

::  Wealth Creation ::  Retirement Funding
::  Investment Advice ::  Retirement Transition
::  Wealth Protection ::  Estate Planning
::  Salary Packaging ::  Debt Reduction
::  Gearing ::  Mortgage Funding
::  Personal Insurance Protection ::  Centrelink / DVA

Each of our specialist employees are qualified by education and experience. All President staff are committed to the professional servicing of our client base.


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What you need to know: Any advice on this page is provided by President Financial Services Pty Ltd, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP). AMPFP holds an Australian Financial Services Licence (No 232706). The advice on this page is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.

For further details including the financial services we can offer you and how we are remunerated, please read the Financial Services Guide.pdf