If Matthew is unavailable for any reason we always go to Jenny who is excellent.

Ross and Noelene

Our Team

Matthew Brown Managing Director	Brian Davis Senior Financial Planner	Paul Hanslow Financial Planner
Tracey Roberts Financial Planner	Jenny O'Malley Financial Planning Manager	Tim Brown Business Development Manager
Teresa Yardi Administration/Paraplanner	Staci Allen Financial Planning Intern.	Paris Clarke Reception

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Business Protection Workshop - 15th Sept.Business Protection Workshop - 14th Sept.Consultation Free Appointment

2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced...

Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some...

The Markets - 12 months on

The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was...

Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor...

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Tracey Roberts

Authorised Representative

Risk Insurance

Today!

Specialist Advice in:
Life Insurance

Location:
BROADBEACH

8.30am - 3.30pm

DAILY

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to make your appointment

or call:

5554 4000

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

Our Team

2010 Federal Budget Summary

Investing with Confidence in 2010

The Markets - 12 months on

Retiring on investment interest: can it be done?