Complimentary First Meeting

Beacon Financial Advisers is a boutique Financial Advisory company based in Doncaster East VIC.

We provide advice on Financial Protection (Life, Total and Permanent Disability, Income Protection and Critical Illness Insurance), Superannuation, Investments, Retirement Planning, Self-Managed Superannuation Funds (SMSF) and Estate Planning. We are passionate about financial strategies, not just financial products.

My name is Senaka Ladduwahetty and I am the principal Financial Adviser. I am a qualified Accountant (CPA Australia) and have a Master’s Degree in Business Administration and an Advanced Diploma in Financial Planning. I have nearly 20 years’ experience as a Finance Professional.

Our AFSL is Dover Financial Advisers Ltd, who is not affiliated to any bank or financial services company, which means that we are product neutral.

Services:
Income Tax
GST, Direct and Indirect Tax
Business Advisory
Business Recovery and Insolvency
Audit and Assurance
Corporate Finance
Management Accounting
Forecasting, Planning & Analysis
Bookkeeping, BAS, Payroll and Account Maintenance
Share Registry
Wealth Creation
Insurance
Superannuation
Hourly rate base: 100.0
Total Rate: 2000.0
Avaliability:
Full time
<1 day per week
1-2 days per week
2-3 days per week
3-4 days per week
Ad-hoc
Method of work:
On location
On-line / Offsite
Business hours
After hours
Website: www.beaconfa.com.au
ABN: 43188491149

Public discussion (1)

Senaka4

Beacon Financial Advisers

1 years ago

We are a boutique Financial Planning company based in Doncaster East VIC.

We provide Financial Planning services to clients of all ages and backgrounds.

We are also looking for accounting firms that want to partner with a Financial Advisory company.

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