Lighthouse Partners Financial Services

Added by nthlakes

0 out of 5

0 reviews

Listed in Financial Advisor, Financial Services, Insurance, Tax Agent

Contact Listing Owner

Contact the Listing Owner

To inquire about this listing, complete the form below to send a message to the listing owner.

Lighthouse Partners has grown from servicing salary packaging clients to now servicing car leasing, taxation, financial planning as well as salary packaging clients all over Queensland.

Lighthouse Partners Pty Ltd, originally known as Dobinson Financial, was established in the year 2000.

Lighthouse Partners Pty Ltd (ABN 84 606 247 947) is a Corporate Authorised Representative (AR No. 1234609) of Solar Financial Advisory, AFSL 431915, ABN 89 161 427 916.

The broad experience and time in the service of working with clients in good times and the bad gives Lighthouse Partners strength and understanding that is not always evident in less experienced practices.

The firm has clients both locally, in the Brisbane metropolitan area, North Queensland and interstate. There are even some who live and work overseas that are active clients also.

Being an advice based business that grew organically via meeting a range of clients needs, it is not surprising to find that Lighthouse Partners is equipped to handle the widest range of financial services needs of its clients.

Download: pdf_smallFinancial Services Guide (FSG)

Lighthouse Partners is equipped to provide services in the following areas:

  • Financial planning
  • Investment advice
  • Managed funds
  • Direct investments
  • Shares
  • Superannuation
  • Personal
  • Corporate
  • Pensions
  • Market Linked
  • Transition to retirement
  • Pre-retirement strategies
  • Self managed superannuation
  • Tax effective investments
  • Life & TPD & Trauma insurances
  • Income Protection
  • Personal
  • Group Plans
  • Annuities
  • Funeral Bonds
  • Centrelink matters
  • Budgets and cashflow

Ph: 07 3889 5630

Add Your Review

Please login or register to add your review.

Community News

Vantage – a WordPress Directory Theme powered by WordPress.