Godwin Ip
Financial Adviser
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About
Godwin Ip is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Godwin holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, complemented by specialized training in Margin Lending and Geared Investments. He continually updates his knowledge with courses like Commercial Law and Tax for Financial Advising. Godwin is authorized to provide advice on a comprehensive range of financial products, ensuring that your financial strategy is well-rounded and aligned with your individual needs. He offers expertise in superannuation, insurance, wealth management, and retirement planning, covering 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 Ready to take control of your financial future? Contact Godwin Ip today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Godwin Ip offer?
Godwin Ip provides advice on a wide 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.
What qualifications does Godwin Ip have?
Godwin Ip holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, along with specialized training in Margin Lending and Geared Investments, Commercial Law and Tax for Financial Advising. This ensures he has a strong foundation to provide sound financial advice.
How does Godwin Ip develop a financial plan for clients?
Godwin Ip takes a personalized approach, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan designed to help you achieve your objectives, regularly reviewing and adjusting it as needed.
What can I expect during my first meeting with Godwin Ip?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Godwin will explain his services and how he can help you achieve your objectives, ensuring you feel comfortable and informed.
Is superannuation advice part of Godwin Ip's services?
Yes, Godwin Ip offers comprehensive superannuation advice, helping you to optimise your superannuation strategy for retirement and other financial goals.
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