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Larry Mann
President And Independent Financial Advisor at Wealth Planning Partners
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Work Experience
President And Independent Financial Advisor
Aug 2012 - Present · 12 years and 4 months
Financial Advisor
May 2011 - Aug 2012 · 1 years and 3 months
President And Producer
Oct 2000 - Jun 2011 · 10 years and 8 months
Company Details
Wealth Planning Partners are a Gold Coast based Financial Planning Practice with qualified advisers who follow The WPP Way to help their clients: Secure, Build, Succeed. Protection strategies are a priority to ensure that all you've worked so hard for is Secure in the event of the unexpected. We also provide services in retirement and superannuation planning, investments and self-managed superannuation funds to help Build your wealth, all to assist you to Succeed financially. Established on the Gold Coast in the 1980's, we've been around for a long term and have a large and loyal customer base spread across the eastern seaboard of Australia. Wealth Planning Partners Pty Ltd (Practice) is a Corporate Authorised Representative of WPP Licensee Services Pty Limited (AFSL No. 530393 ABN 76 649 079 998).
Year Founded
1985
Social Media
Linkedin
Industry
Financial Services
HQ Location
Amanda Cassar P O Box 3592 Burleigh Town, Qld 4220, AU
Keywords
Financial PlanningInsurance Protection strategiesSuperannuation & SMSFsInvestments & Retirement Planningand Key Man & Business ProtectionKey Man & Business Protectio
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