Jeffrey Parkin
Financial Adviser
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About
Jeffrey Parkin is an ASIC-registered financial adviser dedicated to helping individuals and families in Miranda, NSW, and beyond achieve their financial goals. With a Graduate Diploma of Financial Planning from the Securities Institute (2004) and further certifications in Margin Lending & Geared Investments, Finance & Mortgage Broking, and Self Managed Superannuation Funds from Kaplan, Jeffrey possesses a comprehensive understanding of the financial landscape. He is committed to providing tailored advice and strategies to suit each client's unique circumstances. As an authorised financial adviser, Jeffrey can provide expert guidance on a range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Jeffrey can help you navigate the complexities of the financial world. Contact Jeffrey today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jeffrey Parkin offer?
Jeffrey Parkin specialises in superannuation advice, insurance, wealth management, and retirement planning, among other services. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jeffrey Parkin have?
Jeffrey Parkin holds a Graduate Diploma of Financial Planning from the Securities Institute (2004), and certifications in Margin Lending & Geared Investments, Finance & Mortgage Broking, and Self Managed Superannuation Funds from Kaplan.
What can I expect during my first consultation with Jeffrey?
During your initial consultation, Jeffrey will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised strategy to help you achieve your objectives.
How can wealth management advice from Jeffrey Parkin benefit me?
Jeffrey can help you create a tailored wealth management strategy designed to grow and protect your assets, ensuring you achieve your long-term financial aspirations. This can include investment advice, portfolio management, and strategies for tax efficiency.
Does Jeffrey Parkin provide advice on self-managed super funds (SMSFs)?
Yes, Jeffrey holds a certification in Self Managed Superannuation Funds from Kaplan and can provide advice and guidance on establishing and managing your own SMSF.
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