Introducing your Bridges financial planner Attila Elek is an Authorised Representative of Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. Part of the IOOF group Attila has been a financial adviser since 2003 and has over 20 years experience in the financial services industry. He holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Accounting is currently studying towards his masters in financial planning. Attila is an affiliate member of the Financial Planning Association of Australia (FPA). As an Authorised Representative of Bridges, Attila is able to assist clients in the area of: > > Tax-effective investment strategies > > Superannuation strategies > > Retirement planning > > Centrelink entitlements > > Stockbroking > > Salary packaging > > Life insurance (life, TPD, trauma, income protection, business expenses) > > Estate planning. Backed by a team of leading research analysts, Attila can provide clients access to a range of leading Australian and international fund managers as well as listed investments. Attila is committed to building long-term relationships with clients by providing them with appropriate personal advice and professional ongoing service. Attila>Elek ADFS(FP) DipAcc Authorised Representative’s Number, issued by the Australian Securities and Investments Commission: 273779 Financial advice makes a difference Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs. Contact>details The Bond, Level 3, 30 Hickson Road Millers Point NSW 2000 Mobile 0419 164 755 Email [email protected] To arrange a complimentary, obligation-free initial consultation with Attila, call 0419>164>755 WMA-14097 0318
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Introducing your
Bridges financial planner
Attila Elek is an Authorised Representative of Bridges Financial Services Pty Ltd (Bridges).
ABN 60 003 474 977. ASX Participant. AFSL No 240837.
Part of the IOOF group
Attila has been a financial adviser
since 2003 and has over 20 years
experience in the financial services
industry.
He holds an Advanced Diploma
of Financial Services (Financial
Planning) and a Diploma of
Accounting is currently studying
towards his masters in financial
planning.
Attila is an affiliate member of the
Financial Planning Association
of Australia (FPA).
As an Authorised Representative
of Bridges, Attila is able to assist
clients in the area of:
>> Tax-effective investment
strategies
>> Superannuation
strategies
>> Retirement planning
>> Centrelink entitlements
>> Stockbroking
>> Salary packaging
>> Life insurance (life, TPD,
trauma, income protection,
business expenses)
>> Estate planning.
Backed by a team of leading research
analysts, Attila can provide clients
access to a range of leading Australian
and international fund managers as
well as listed investments.
Attila is committed to building
long-term relationships with clients
by providing them with appropriate
personal advice and professional
ongoing service.
Attila>ElekADFS(FP) DipAcc
Authorised Representative’s Number, issued
by the Australian Securities and Investments
Commission: 273779
Financial advice makes a differenceSeeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs.
Contact>detailsThe Bond, Level 3,
30 Hickson Road
Millers Point NSW 2000
Mobile
0419 164 755
To arrange a complimentary, obligation-free initial consultation with Attila, call 0419>164>755
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