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Effi Bowtell
Director And Senior Financial Planner at Entire Financial Solutions
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Work Experience
Director And Senior Financial Planner
2013 - Present · 11 years and 11 months
vine investment planners
Practice Principal
Jan 2009 - Sep 2013 · 4 years and 8 months
Authorised Representative
2009 - 2013 · 4 years
Company Details
Entire Financial Solutions is an award winning financial planning practice based in Buddina on the Sunshine Coast. We are a young, experienced and qualified team motivated by helping people achieve their financial goals by delivering a personalised service and quality advice. We aim to provide you with transparency, clarity and certainty about your financial situation and future. Our name encompasses our philosophy – our advice addresses your situation in its entirety to ensure that we are having a positive impact on your life, to create opportunities for you, and to develop pathways for achievement. That way, you can focus on what’s important to you. We have built our brand on positive outcomes and word of mouth from our clients who believe in the proven value of financial advice. Entire Financial Solutions provides a range of services and solutions to help you achieve your financial goals. The areas of advice we can assist you in include, but are not limited to: - Retirement Planning - Superannuation - SMSF - Tax Planning - Estate Planning - Investments, including tax effective/income focused/capital protection - Personal Insurance – Income Protection, Life, TPD, Trauma, Business Overheads and Key Person - Debt Reduction and borrowing - Cashflow - Social Security/Centrelink - Aged care - Financial education Entire Financial Solutions Pty Ltd (ABN 23 165 552 545), is an Authorised Representative of Count Financial Limited, Australian Financial Services Licensee. Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232. This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Our FSG Can be Found at: www.entirefinancialsolutions.com.au
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
11 Bulcock St 19A Caloundra, Queensland 4551, AU
Keywords
Tax ReductionDefined Benefit Scheme'sSMSFCapital ProtectionPreservation of CapitalSalary Sacrificeand Small Business Advice
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