Adviser Profile:
Paul MankaMBA, F Fin
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Authorised Representative #238239
Paul is located in the Wynyard branch of Avenue Capital Management.
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:
- Pre and Post Retirement Planning
- Rollover and Redundancy Advice
- Superannuation Planning and Advice
- Managed Investments
- Tax Effective Investment Strategies
- Sharebroking Facilities
- Centrelink Assistance
- Estate Planning Advice
- Wealth Creation via Gearing
- Fund and Stock Research
- Risk Management and Personal Insurance
- Business and Succession Planning
- Managed Portfolio Services
- Remuneration Planning
- Ongoing Strategic Advice
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 BondsLife 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
