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.
FINANCIAL, RETIREMENT and ESTATE PLANNING.
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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