Adviser Profile:
Linda HoganDip FP

Linda is located in the Help Street, Chatswood branch of Avenue Capital Management.

I have been operating my own financial planning business since 1995 and have advised many high net worth clients in tailored tax effective strategies designed to enhance their wealth creation. At times such advice has encompassed complex structures such as Trusts and aspects in relation to Self Managed Superannuation Funds as well as individual investment, superannuation & retirement planning. Estate planning issues are also an important focus in the financial planning process for my clients.

Services offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients: 

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

• Investment advice
• Ongoing portfolio review & strategic advice
• Pre and post retirement planning
• Rollover and redundancy advice
• Superannuation planning, including Self Managed Superannuation Funds advice
• Tax effective investment strategies, including gearing
• Sharebroking facilities
• Estate planning advice
• Risk management & personal insurance
• Business & succession planning
• CentreLink Assistance 

Products offered

The products on which I am authorised to provide advice to my clients include:

• Deposit and Payment Products (Cash Management Trusts)
• Government Debentures
• Stocks and Bonds
• Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
• Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
• Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
• Retirement Savings Account Products
• Securities (ASX Listed Shares and Other ASX Listed Securities)
• Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)
• Derivatives