Qualifications
& Memberships
- Certified Financial Planner® (CFP)
- Master of Financial Planning
- SMSF Accredited
- Fellow of the Financial Planning Association of Australia
- Financial Planner AFP® of the Financial Planning Association of Australia
Areas of
Expertise
Estate planning
Insurance
Retirement
Self Managed Super Fund
Wealth Creation
Plan 4 Strategic Advice was established through a collaboration between Bray Chan Chartered Accountants and Plan 4 Financial Solutions to provide tailored financial planning outcomes that compliment strategic taxation and business advice. It benefits from over 30 years of combined financial planning and accounting experience to assist clients with comprehensive wealth accumulation, asset protection and retirement solutions. At Plan 4 Strategic Advice we aim to improve our clients’ wealth and financial wellbeing, whilst protecting what is important to them through the use of innovative and sensible investment and insurance advice.
Meet our team
The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.