Monthly Archives: October 2015
The role of an Estate Executor
When drafting a will, important consideration needs to be given to who to appoint as Executor or Executors. An Executor’s role is to stand in place of the deceased and they are responsible for the administration of their Estate. Put simply, this means making sure that debts are paid and the assets and possessions are […]
Read more...Adviser fp wins Lonsdale Planner of the Year
Troy McPhee of Adviser fp has been named Lonsdale Financial Planner of the Year at the recent Lonsdale and IOOF Alliances annual conference, beating three other finalists for this prestigious national title. The award is the highest individual honour given to a planner within the Lonsdale network and is awarded to the planner who best […]
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