Garth Lovelace
Financial Adviser
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About
Garth Lovelace is an ASIC-registered financial adviser based in East Perth, WA, committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals. With a career spanning several decades, Garth has earned a reputation for integrity, expertise, and a client-focused approach. He holds the Certified Financial Planner (CFP) designation from the FPA (since 1995) and is a SMSF Specialist Advisor with the SMSF Association (since 2005). In addition, Garth is a Licensed Real Estate Agent (REBA) since 2011 and a registered Tax Agent with the Tax Practitioners Board since 2016. Garth is an active member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating his commitment to upholding the highest professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice • Tax Planning Garth's holistic approach ensures that all aspects of your financial life are considered, providing you with a roadmap to financial security and success. Contact Garth today to schedule a consultation and take the first step toward a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Garth Lovelace offer?
Garth Lovelace offers advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He takes a holistic approach to financial planning.
What are Garth Lovelace's qualifications and memberships?
Garth is a Certified Financial Planner (CFP) with the FPA, an SMSF Specialist Advisor with the SMSF Association, a Licensed Real Estate Agent (REBA), and a registered Tax Agent with the Tax Practitioners Board. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How can Garth Lovelace help me with my retirement planning?
Garth can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and recommending investment strategies to help you achieve a comfortable retirement.
What is Garth's approach to financial planning?
Garth takes a client-focused approach, starting with understanding your unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses your specific needs and helps you achieve your objectives. He believes in building long-term relationships with his clients based on trust and transparency.
Does Garth Lovelace specialize in SMSF advice?
Yes, Garth is a SMSF Specialist Advisor with the SMSF Association. He can provide expert advice on all aspects of self-managed super funds, including setup, compliance, investment strategies, and retirement planning.
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