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Phone:

1300 794 340

 

Mobile:

0410 052 115

 

Fax:

1300 794 350

Welcome to Beachside Financial Services

 Our Client Philosophy is Clear and Simple:

  • Our primary goal is to empower you to be in control of your financial life
  • Quality Financial Advice Services provided which generate better financial and lifestyle outcomes for your benefit
  • Your interests always come first as licensed Financial Advisers have a "Best Interest Duty" to clients
  • We will partner with you to provide high quality outcomes that help you achieve your personal financial and lifestyle goals throughout life's journey
  • Excellent online reporting and administration systems enabled so you can maintain control from all locations and devices.

This is a relationship based on achieving your personal financial goals via:

  • No commissions received upon investments when a "Fee for Service" arrangement is implemented
  • Commissions may be received upon Loans and Insurances on a full disclosure basis and such commissions are usually rebated or discounted to suit client cash flow needs.
  • Where commissions are received, these usually reduce the Statement Of Advice (SOA) production or Financial Advice or Implementation fees normally charged
  • We don't accept professional referral fees for client referrals - nor do we pay these fees to referral partners
  • Our clients receive a written service agreement - and we perform to this agreement annually!
  • Crystal Clear Financial Advice - unconditional and always in the clients Best Interest - guaranteed!

Our Licensee

SYNCHRON is one of Australia‚Äôs largest privately owned financial advisory group. Since our foundation in 1998 we have become the partner of choice for progressive advisers who provide quality advice to the professional, business and affluent markets.

 

Our associations and relationships

We are Authorised Representatives of SYNCHRON (SYNCHRONISED BUSINESS SERVICES PTY LTD (ABN 33 007 207 650 and trading as SYNCHRON), with Registered Office at PO Box 438, North Melbourne, VIC 3051. 

 

SYNCHRON support us with essential services and resources to ensure you receive sound financial advice.

 

Glenn Pitt, Authorised Representative No. 292191

Glenn Pitt is the Principal Financial Adviser at Beachside Financial Services Pty Ltd. 

 

The financial services that the above adviser offer are provided by Beachside Financial Services Pty Ltd (ABN 41 123 006 959) trading as:

 

Beachside Financial Services - Corporate Authorised Representative No. 310519

SYNCHRON has authorised us to provide you with our Financial Services Guide.

At Beachside Financial Services, we offer genuine Fee for Service financial planning.

We only charge fees for the services we deliver.  We recommend investments and strategies based purely on your needs.

 

Contact Beachside Financial Services

P: 1300 794 340
F: 1300 794 350

E: Click to send email