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.

company privacy policy