KH
Kris Henretty
Head Of Client Services at Afpg Australian Financial Planning
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Work Experience
Head Of Client Services
Jul 2017 - Present · 7 years and 5 months
Private Wealth Client Services
Aug 2013 - Aug 2017 · 4 years
Customer Service Officer
Aug 2011 - Aug 2013 · 2 years
Company Details
Australian Financial Planning Group (AFPG) is a privately owned, leading Australian financial services company. Operating under our own financial services and credit license, we offer our clients financial and tax planning advice. We are not aligned with any particular financial institution. This enables us to tailor to a clients' individual needs – not just sell pre-packaged advice. AFPG believe in and function as a client-centric business. We offer quality advice, exceptional service, and tailored solutions. Services we offer: Financial planning - Investing in property - Financial advice - Investing in stocks Home/Investment loans - Home loan and investment mortgage brokerage service - Mortgage elimination Portfolio management - Insurance - Tax minimisation - Managed Funds Retirement Planning - Superannuation - Investments - Retirement advice Accounting/ Audit - Tax Returns - Company Financials preparation - SMSF administration We work with our clients to create complete financial solutions. Whether you are saving to purchase a first home or wanting a sophisticated share portfolio, our goal is to provide a better tomorrow. AFPG have offices in Sydney and Melbourne, and we service clients nationally. If you would like more information about the services we offer, please visit our website at www.afpg.com.au or phone our office on 02 8268 7000. Our team is growing and we are always looking for new talent. If you have a passion for financial services and are looking for a supportive and fun environment, we would love to hear from you.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 15 227 Elizabeth St Sydney, NSW 2000, AU
Keywords
InsuranceSuperannuationLoansFinancial PlanningMortgage Elimination PlanningProperty InvestmentInvestment ManagementManaged FundsTax Planningand Business Succession Planning
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