Australian Financial Planning

Australian Financial Planning is committed to the success of your long term financial solutions. Following the principal of life-stage financial planning, we can offer you an ongoing partnership to help you build towards and achieve your financial goals – no matter what life throws your way.

Our services include wealth accumulation, superannuation, retirement, both before and after, portfolio management, general insurance advice, tax planning, corporate superannuation and estate planning.

Whether you’re starting out, nearing the end of your working life or somewhere in between, we can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

Our mission is to provide financial planning services efficiently, honestly and fairly while striving for industry best practice in our processes, so that our relationship with our clients is sustained by trust, respect, open communication and friendly service.

Our professional team, is located at level 6, 175 Collins Street in the heart of Melbourne. This is just a short distance from the corner from the corner of Swanston and Collins street.

‘You work hard for your money, now let us help make your money work hard for you’.

Click here to meet the team.

About Kevin Moran

At Australian Financial Planning, we take pride in our team of financial planning professionals ensuring they are both highly qualified and skilled to meet your ongoing financial planning needs, with the expertise to keep abreast of the ever changing financial landscape.

Kevin Moran , Senior Adviser, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, holder of an Australian Financial Services Licence (AFSL) issued by the industry regulator, the Australian Securities and Investments Commission (ASIC).

Kevin is a qualified, professional financial adviser and is committed to ongoing education and training.

Kevin can provide you with access to a wide range of quality financial solutions to help you meet your financial goals and will help you through the financial planning process by providing a range of educational materials to explain the recommended strategy.

Please click here to download our Financial Services Guide.

About Consultum Financial Advisers

Australian Financial Planning is proud to be an Authorised Representative of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcombe) and Financial Partnership.

Established in 1979, Winchcombe was one of Australia’s pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia’s first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage.

Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.

Consultum Financial Advisers provide Australian Financial planning with services such as:

• Research;
• Technical services;
• Paraplanning;
• Training and education;
• Business improvement program;
• Marketing and communications and
• Compliance.

For more information speak to Kevin Moran at Australian Financial Planning.