Student Financial Guidance Program  (Download Presentation )

AMM offers a partnership program specifically designed for students who are about to finish their studies and start their career in the very near future. For students, in the early stages of their careers, it is not unusual for many of them to have little or no understanding of how the financial services industry functions, and how they can effectively fit themselves into and take advantage of the opportunities within the system. Our role is to offer financial advices to   this career-focused group at the early stage and assist them to make appropriate financial decisions through  various stages of their careers: setting up a superannuation fund, savings plan, cash management, investment decisions, home and investmernt loan requirements, wealth protection, business plan, self-employment capital requirements, etc.

We believe, through this partnership process, both our student clients and AMM will gain long-term mutual benefits. Financial planning is an ongoing process that requires time, trust and a solid relationship between advisers and the parties receiving the advice. Our early partnership program aims to develop this trust and relationship pathway.

We believe the growth of our business is linked to the success of our clients. For this reason, we exclude upfront commissions as part of our remuneration structure. We prefer a remuneration system that is in keeping with our clients' future success.        

We have obtained agreement in principle with Australian College QED(ACQ) to promote this program at their campuses. Students who are interested in joining this partnership program can   register at no cost through this website - "Registration"ACQLogo

 

 

 

 

 

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Professional Investment Services Pty. Ltd. (A.B.N. 11 074 608 558)

Australian Financial Services Licence No. 234951

Email address :
info@profinvest.com.au

HO Telephone Number : 07 55740244 

         Ivan Lee BEc, M App Fin, CPA (Specialist in Financial Planning)

         Authorised Representative (AR No. 298341)

         C/- Australian Money Masters

         PO Box 190, Eastwood NSW 2122,

         PH/FX : 02 94166335  Mobil: 0412685283  Email : ilee@money-masters.com.au

 

 

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