Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Director - Oncore Wealth Solutions
Stacy is a qualified Accountant specialising in Self Managed Superannuation advice, Stacy's Superannuation focus has expanded into Retirement, estate, insurance and taxation planning advice. Stacy is also a registered SMSF Auditor and a Director of SMSF Audit Group Pty Ltd.
Bachelor of Business - Double Major Accounting & Financial Planning
ASIC Registered Financial Planner (458180)
Registered Tax Financial Adviser (25652277)
Member of Financial Planning Association of Australia (FPA)
AR of Daver financial Advisers
ASIC Registered SMSF Auditor (100258222)
Stacy Barnes is an authorised representative (458180) of Dover Financial Advisers Pty Ltd (AFSL 307248).