JB
John Broughton
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Work Experience
Director
Jul 2015 - Present · 9 years and 6 months
Treasurer
Aug 2017 - Present · 7 years and 5 months
Milton-Ulladulla Apex Club
Treasurer
Jul 2011 - Present · 13 years and 6 months
Company Details
Based in Milton, we also have offices (by appointment) in Wollongong, Sydney, Canberra, Bowral and Batemans Bay. Our approachable advisers take a personal interest in our clients’ financial and personal goals. We talk in plain language and explain what you get for what you pay. Our fee structure is open and upfront with no hidden fees or commissions. Tailor-Made Financial Services is independent, impartial and unbiased because we: a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation. Expert advice Creating wealth gives us opportunities. To get good results, you need good advice, whether you are accumulating or protecting wealth or planning your retirement. Our professional advisers are all qualified financial planners with a wealth of experience. We have two principals, Ben Hatcher who is an award-winning certified financial planner (CFP) and has worked in financial markets for over 25 years and John Broughton, degree qualified and also a CFP. Ben is also a Self Managed Super Fund (SMSF) specialist - accredited with the SMSF Professionals' Association of Australia (SPAA). We develop long-term relationships and can help you to reach your personal and financial objectives. Tailor-Made Financial Planning Pty Ltd ABN 33 088 879 270 trading as Tailor-Made Financial Services is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd ABN 67 135 428 885, AFS Licence No.533816 For our latest Financial Services Guide please visit our Website, www.tmfs.com.au
Year Founded
2002
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
10/65 Princes Highway MILTON, NSW 2538, AU
Keywords
Supporters of local community organisationsNetwork of professionalsAward winning businessSelf Managed Super FundsTechnical expertiseTransparent fee for service structureFinancial PlanningAged Care
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