FINANCIAL ADVISER PROFILE - NSW

Profile:

All Financial Services NSW Pty Ltd (AFS) services have been developed and refined to impact the changing needs of the marketplace.  Our services are applied with a touch of common sense and practicality, with the focus being on meeting Client needs, with a diverse range of services all under the one roof.

AFS has developed a holistic approach to Financial Planning and Risk Management.  Formed in its current form in 2004, AFS offers a wide range of associated services at the one location.  AFS adopts a consultative process, focused on gathering information from our Clients, to determine their short and long term goals.

Once our Clients objectives are understood, we develop a roadmap in partnership with our Clients, to guide them successfully in achieving their goals.  This winning formula has given AFS market positioning that is envied by our competitors.  AFS employs 12 staff including CFP qualified Financial Advisors.

Maryann Inbari has been individually authorised (Representative Number 312096) to provide financial product advice and deal in all of the below mentioned categories as an employee of All Financial Services NSW Pty Ltd on behalf of Aon Financial Planning & Protection Limited.

Experience:

Maryann first entered the Australian Financial Services industry when she immigrated to Australia from South Africa in 2004.

Maryann joined All Financial Services NSW in 2004 where she trained as a para planner and attained experience and studied to become qualified as a financial planner. Maryann currently holds the position of Corporate Superannuation Manager with All Financial Services NSW and is committed to assisting our advisers in providing a holistic approach to Financial Planning.

Maryann is dedicated to providing financial advice with a focus on individual client needs and developing long term client relationships; and is qualified to provide advice in all areas of financial planning.

Qualifications:

• Diploma in Business Administration (1986)
• Diploma of Financial Planning (2007)
• Statement of Attainment for Self Managed Super Funds (2008)
• Currently studying for Advanced Diploma of Financial Planning

Contact Details:

Authorisations:

Maryann Inbari is authorised to provide financial product advice and deal in the following:

(i) deposit and payment products limited to:

• basic deposit products;
• deposit products other than basic deposit products:

(ii) life products including:

• investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
• life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

(iii) interest in managed investment schemes including investor directed portfolio services;

(iv) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997); and

(v) superannuation

FEES & CHARGES

Investment Advice: Corporate

Fees will depend on Corporate Superannuation Fund to which you are a member due to the agreement to which your employer has entered into.

Risk Advice:

Aon Financial Planning and Protection Limited may be entitled to receive commissions and other benefits, paid to them by the companies, upon the placement of policies. All Financial Services NSW Pty Ltd will receive a percentage of these commissions and benefits.

The above is a guide only and full details of commissions and any other benefits will be disclosed upon recommendation of products. The above fees and charges are payable to All Financial Services NSW Pty Ltd of which I am an adviser and receive a salary.