Are you a client of a Dover licenced financial adviser who suddenly has found themselves without an Australian Financial Services Licence (AFSL) as a result of ASIC cancelling the Dover Financial Planning AFSL on June 12th 2018? We at Navigate Wealth are offering all Dover financial planning licenced clients a 2 hour complimentary review of their Dover licenced advisers advised financial plan. Unlike Dover licenced financial planners, Navigate Wealth does not rent out its financial services licence to other financial advisers. All of our financial advisers are employees and owners of Navigate Wealth so you can rest assured Navigate Wealth financial advisers have been personally vetted by ASIC and are "Responsible Managers" of the licence and our advice is complying with the legislation, regulations and meet your best interests without any complicated client terms and conditions or exclusions. Contact our office on 1300 505 565 to book in a free financial plan review meeting with one of our ASIC registered "Responsible Managers".
410 Church Street North Parramatta NSW 2151