Oscar Howard

Oscar Howard

SSA
Company
Perpetual Private
Title
Senior Financial Adviser
Profession
Financial Planner
Address
525 Collins St, Footscray VIC 3000, Australia
Qualifications
SSA (Designation) - SMSF Association, 2017
Advisor

Summary

Commonwealth Private supports a holistic wealth management proposition through the collaborative approach undertaken, ensuring specialists from all relevant advice areas oversee the construction of a full service, fully integrated financial plan. My role at Commonwealth Private is to provide high net worth clients with comprehensive strategic advice around building and protecting their wealth. Advice is prepared based on a deep understanding of each clients needs and aspirations, and then implemented and continually monitored to ensure that they remain on track. Areas for potential advice include wealth accumulation, superannuation, SMSF, retirement planning, debt repayment, trusts, corporate structures, gearing, investment management, structured products, foreign exchange, risk management and derivatives.

Get in touch with Oscar Howard