Adviser Profile:
Simon CliffordMBA, Dip FP

Simon is located in the Parramatta branch of Avenue Capital Management.

I’ve been a financial planner since 1990 and get a lot of satisfaction from helping my clients achieve their lifestyle and financial goals. I believe that my holistic approach, in which I spend most of the first meeting getting to know my potential client’s core values and goals over the next 3 and 10 years, provides my clients with substantial added value.

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 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).