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Andrew North
North Financial Advisors Pty Ltd
Financial Planner
02 9876 8552
North Epping, NSW
Financial Adviser, Accountant, Auditor
19 March 2015
NORTH FINANCIAL ADVISORS

Andrew is a CPA and a qualified Financial Adviser offering a full suite of financial services to companies and individuals in a pleasant, friendly and professional business environment.

Andrew understands how important financial advice is and would like to work with you in identifying and achieving your financial goals.

Andrew is authorised via InterPrac Financial Planning who are licensed to provide financial advice on:

- Deposit Products;

- Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;

- Share Market Investments;

- Tax Effective Investments;

- Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds;

- Retirement Planning including aged care and estate planning;

- Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;

- Margin Lending (subject to client understanding of Margin Lending Gearing).

As Advisers we act behalf of you, the client. All strategies and products used in our advice to you will adhere to a best interest duty, which means we will only use strategies and products which address your personal circumstances and needs.

Contact: Andrew North CPA

Website: www.northfinancialplanning.com.au
Mob: 0412 504 828
Ph: 02 9876 8552
E: service@northfinancialplanning.com.au