Copyright 2015 Wauchope Financial Planning
Not owned by a bank or insurance company. Advice provided is not influenced by the use of in-house investment and insurance products. Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI’s, advice is provided in the best interests of clients. CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to.
owned and  locally

ABOUT

What’s so different with Wauchope Financial Planning ?

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IN THE NEWS

SERVICES

CORE SERVICES Managed Investments Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts Personal risk insurance - life, total and permanent disability, income protection, trauma Business risk insurance - keyperson, buy/sell, business expenses Retirement Planning Aged Care Estate Planning Centrelink Securities (non-advice, transaction only) Commercial insurance
Over 35 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 13 years as a financial planner (10 years as a Certified Financial Planner), plus  a further 8 years outside the industry as a local small business owner. Strong sense of community with a personal belief of the need to give back to the community for no financial gain.  19 years living in the 2446 postcode. Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.

RETAIL SUPER FUND OF THE

YEAR (AGAIN !)

21/08/2015 Congratulations to the Aon Master Trust for once again winning the Australian Financial Review ‘Smart Investor’ ‘Retail Super Fund of the Year’ award.

$7 BILLION PAID IN LIFE

INSURANCE CLAIMS IN 2014

15/09/2015 Based on the Canstar Ratings Report, over $7 billion dollars was paid by Australian life insurers in claims made during 2014. That’s over $19 million dollars every day !
operated
Hastings Financial Services Pty Ltd, trading as Wauchope Financial Planning ABN 34 541 763 742 Corporate Authorised Representative No.417493 66 Tall Timber Road Lake Innes, NSW, 2446
Aon Hewitt Financial Advice Limited ABN 13 091 225 642 AFSL No.239183 Level 33, 201 Kent Street Sydney  NSW  2000
                 NON-CORE SERVICES

ALLIANCE PARTNERS

1
NAVIGATION
SOCIAL
ADDRESS 66 Tall Timber Road Lake Innes NSW 2446
CONTACT Mail: PO Box 250 Wauchope NSW 2446 contact@wauchopefp. com.au Phone: 1300 676 290
Copyright 2015 Wauchope Financial Planning
     
owned and  locally

ABOUT

What’s so different with Wauchope Financial Planning ?
Not owned by a bank or insurance company. Advice provided is not influenced by the use of in-house investment and insurance products. Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI’s, advice is provided in the best interests of clients. CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to.
Over 35 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 13 years as a financial planner (10 years as a Certified Financial Planner), plus  a further 8 years outside the industry as a local small business owner. Strong sense of community with a personal belief of the need to give back to the community for no financial gain.  19 years living in the 2446 postcode. Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.

SERVICES

CORE SERVICES Managed Investments Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts Personal risk insurance - life, total and permanent disability, income protection, trauma Business risk insurance - keyperson, buy/sell, business expenses Retirement Planning Aged Care Estate Planning Centrelink Securities (non-advice, transaction only) Commercial insurance

BLOG

IN THE NEWS

RETAIL SUPER FUND OF THE

YEAR (AGAIN !)

21/08/2015 Congratulations to the Aon Master Trust for once again winning the Australian Financial Review ‘Smart Investor’ ‘Retail Super Fund of the Year’ award.

$7 BILLION PAID IN LIFE

INSURANCE CLAIMS IN 2014

15/09/2015 Based on the Canstar Ratings Report, over $7 billion dollars was paid by Australian life insurers in claims made during 2014. That’s over $19 million dollars every day !
operated
Wauchope Financial Planning
Wauchope Financial Planning