Garvan Financial Planning is recognised as one of Australia's leading financial advice networks, with over 450 experienced advisers across Australia managing over $10 billion of investments.
Garvan/MLC Financial Planning was recently awarded Major Financial Advice Group. Presented by Independent Financial Adviser magazine, the award is the result of 600 'mystery shopper' experiences of financial planning practices across Australia. It is an endorsement for how Garvan advisers work with clients to understanding needs and providing quality financial advice.
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Garvan advisers work with a range of clients - from individuals starting out their careers, families seeking to build and protect wealth for today and for the future, to business owners, companies and superannuation trustees.
By taking the time to understand clients' specific goals and objectives, Garvan advisers are well placed to create a financial plan that helps clients understand options and strategies to achieve their goals while growing, managing and protecting their wealth.
Garvan Financial Planning is a principal member of the Financial Planning Association, the professional body representing qualified financial planners in Australia, and therefore adhere to set standards in terms of ethics, conduct, and continuing professional development.
Garvan Financial Planning is a trading name for GWM Adviser Services Limited (ABN 96 002 071 749), an Australian Financial Services Licensee and member of the National Australia Group of companies since 2000.
This association provides Garvan advisers access to specialist research and technical resources, which means clients benefit from the latest research, opportunities and legislative changes, as well as comprehensive financial advice strategies.