MBT Financial Services provides a complete financial planning service which aims to help clients achieve their lifestyle goals. The focus is on the client, their needs and objectives. As a result of this we assist our clients make the right financial decisions, at the right time, throughout their lives.
MBT Financial Service has a professional team of specialists, which includes Margaret White CFP FPNA and Dean Reeves Diploma of Financial Planning (DFP). Margaret and Dean are assisted by Lynne Windmill Client Service Manager, Sue Timothy and Belinda Hunt, Client Service Officers. The entire team has valuable associations with credit unions throughout the region, including the BCU and SGE Lismore. In addition to this their expertise is complemented by the entire professional team within the MBT Group.
As professional financial planners both Margaret and Dean follow the requirements of the Australian Securities Commission (ASIC) as well as the Financial Planning Association (FPA). They, and MBT Financial Services, are licensed as Authorised Representatives of Community and Corporate Financial Services Pty Ltd (ComCorp) AFSL 225085, and are a member of the Tolhurst Group.
As Authorised Representatives of ComCorp, MBT Financial Services offer quality financial planning services including;
• Wealth Creation
• Insurance
• Gearing
• Tax Effective Investing
• Superannuation and redundancy planning
• Retirement Strategies
• Estate Planning
• Portfolio Management and Monitoring
For further information on ComCorp click here.
