Investment Planning Services

Rick Huxtable CFP© SSA™

Licensed (Since 1985) AFSL: 246375 ABN: 52 981 275 952  

Suite 1/20 Kingsway Glen Waverley Melbourne 3150 Australia   Phone: (03) 9887-8899

Licensee Rick Huxtable CFP© SSA™
Wealth Manager - Retirement Planner - Estate Planning.
CFP© Certified Financial Planner – Financial Planning Association Ltd.
SSA™ SMSF Specialist Advisor – SMSF Professional’s Association Ltd.

Investment Portfolio Administration and Services.
SMSF / DIY Superannuation Fund Administration.
Deceased Estate Administration.
Charitable Fund Administration

Investment Planning Services is independently owned and operated. Our recommendations are not controlled or influenced by banks, insurance companies or large corporate dealer groups. We prefer to rebate commissions and charge a fee for service.

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