We provide our clients with a range of financial planning and investment services through our associated company - Frederiks Financial Planners Pty Ltd - ABN 82107568187.

David Rosenberg CPF, FFPA is a Director of this company and is our Certified Financial Planner. He is also a Fellow Member of the Financial Planning Association of Australia. David has extensive experience with a range of financial planning issues including:

• Retirement & Investment Planning
• Pension & Centerlink Planning
• Superannuation & Rollovers
• Share transactions & other Investments
• Corporate Superannuation Funds
• Self Managed Superannuation Funds, and
• Asset Allocation.

Our experience, combined with his expertise ensures that our clients always receive the very best information to assist them to maximise their potential.

Frederiks Financial Planners Pty Ltd is a corporate authorised representative of Futuro Financial Services Pty Ltd which holds an Australian Financial Services License - AFSL No: 238478. This Group has their own research department which accesses economic and financial market information from a wide range of sources. You can be assured that the advice provided to you will be properly researched and importantly, appropriate for your particular situation.

We are conscious that our relationship with our clients is one based on trust. Therefore when we refer one of our clients for appropriate financial planning advice they will meet with a highly qualified investment adviser who will have an intimate knowledge of their portfolio, tax situation and future plans. Together, we will work towards achieving your goal of financial independence and asset protection.

Please do not hesitate to contact us so that we are able to discuss your particular financial planning and wealth creation requirements through our Financial Planner David Rosenberg, a specialist in this field.

Our Financial Planning division staff are, David Rosenberg who is an Authorised Representative of Futuro Financial Services Pty Ltd and Lauri Moore (Administration Manager).