Glenn Pitt

Glenn Pitt

SSA
Company
Beachside Financial Services
Title
Principal Adviser
Profession
Financial Planner
Address
28 Wyuna Ave, Freshwater NSW 2096, Australia
Phone
1300 794 340
Qualifications
Business (Bachelor) - UTS, 1982
Financial Planning (Graduate Diploma) - FINSIA, 2006
Financial Planning (Advanced Diploma) - GWM Adviser Services Ltd, 2011
Financial Planning (Diploma) - MLC Three Sixty Education, 2008
Financial Planning (Other) - Mentor Education (FChFP), 2012
SSA (Designation), 2015
Advisor

Summary

Glenn has operated for over ten years a successful Financial Advice business to clients within the Northern Beaches precinct of Sydney. A holistic financial planning service is provided to all age groups including: o Wealth Accumulation strategy and advice o Share Market investment strategy and advice o Debt minimisation strategy and advice (clever use of Loans) o Gearing strategy and advice o Tax minimisation strategy and advice o Asset protection strategy and advice o Life, trauma and income protection insurance advice o Retirement planning strategy and advice o Superannuation and rollover strategy and advice o Self Managed Superannuation Fund strategy and advice o Social Security advice o Estate Planning advice o Corporate Superannuation advice As a “Fee for Service” adviser, Glenn prefers to be paid for the work undertaken just like any other professional service provider, and when paid in this manner, rebates all commissions upon managed funds and similar investment products within the Financial Advice business. In this way you always know the advice is impartial and focused upon your specific needs and requirements and not influenced by other factors.

Get in touch with Glenn Pitt