Newcastle
Please click map to enlarge
Office address:
Level 777-79 Hunter Street
(Cnr Bolton St)
Newcastle NSW 2300
Postal address:
PO Box 728Newcastle NSW 2300
Phone:
02 4926 5255Fax:
02 4926 5218Email:
Our services:
- Investment advice
- Ongoing portfolio administration and review
- Retirement planning
- Superannuation strategies
- Salary packaging
- Stockbroking
- Centrelink strategies
- Estate planning
- Insurance planning
- DIY Super - strategy and investments
Our planners:
Dennis Doolan
(PDF File 101.7 kb)
Nick Searl
(PDF File 143.0 kb)
Frank Bortkevitch
(PDF File 127.3 kb)
Peter Perkins
(PDF File 371.8 kb)
Contact us
If you have an enquiry or would like to make an appointment, simply complete our enquiry form and someone from our office will contact you.
