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Archives

Media Release: Adviser fp wins 2016 Practice of the Year award

Media release – 24 October 2016 – Lonsdale names 2016 award winners   Lonsdale Financial Group (Lonsdale) announces it’s financial planning practice awards for 2016. Announced in October at the Lonsdale and IOOF Alliances Annual Conference in Phuket, the 2016 Lonsdale ‘Practice of the Year Award” was clinched by financial planning business, Adviser fp from Parramatta in NSW. The Lonsdale award acknowledges […]

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Business continuity & succession: Are you protected?

Insurance is used as a funding solution for several different aspects of business continuity and succession planning. This article looks at the intent behind each type of cover and the structures possible. Several ways insurance is used as a funding solution for different aspects of business continuity and succession include: Business succession planning (eg through […]

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Risks in Retirement

  At first glance, and certainly for those who remember the uncertainty and impact the Global Financial Crisis (GFC) had on retirement portfolios, many people regard investment risk as the single most important risk to retirement.   Investment risk refers to the level of volatility, or fluctuation in investment returns, an investor is prepared to […]

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Goals-based Financial Planning

Throughout our lives many people feel as if they are moving from one financial hurdle to the next. Inevitably, many, without a clear goal in mind, risk becoming disengaged in how they manage their financial assets, begin to question why they’re working so hard and start to wonder what it’s all for. Evidence suggests that […]

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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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Greater good in the Greater West

As a strong advocate of professionalism, Simon Clifford CFP® views the FPA Professional Practice brand as a safe harbour for consumers to turn to. Practice: Adviser fp  Established: January 1990, re-branded July 2012 Licensee: Lonsdale Financial Group No. of practitioners: 4 No. of CFP® practitioners: 3 Remuneration: Fee-for-service, insurance commission Became an FPA Professional Practice: […]

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After a couple of bad experiences with other financial advisers who were less than independent in their advice, it was a breath of fresh air to meet Troy. In a ...

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Brenda C.
To recover my retirement position after a divorce I knew that I needed professional help. I have found that in Troy.I am confident that with his guidance that I will ...

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Gary S.
We have been receiving advice from Troy and the team for several years now. We feel our financial affairs are in safe and steady hands and appreciate the practical advice ...

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Andrew & Debbie G.
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Adviser FP
Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd
ABN 30 637 518 533 | AFSL 520310 | Financial Services Guide

Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice

This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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