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About Us
Call Us For the Right Advice
- General Info
We are specialising in share trading, buying & selling, as well as deceased estate trades or any financial planning requirements.
With more than 32 years' experience in the financial planning industry, Forum Financial Services principal, Geoff Bush has a well-earned reputation with clients and industry colleagues as an astute, reliable and forward thinking adviser. Geoff has assembled a team of like-minded people at Forum Financial Services, with the skills and knowledge. Contact us today!
An allocated pension is a simple, flexible and tax effective plan which allows retirees to access their superannuation balance in a planned and regular income stream. For those aged 60 years' and over, taking advantage of a correctly structured allocated pension plan, all investment earnings & payments from your pension account are tax-free. The law also allows for lump sum payments if and when these are needed. To know more about us & our services visit our website or call us on 02 6551 0511.
- Accreditations
Diploma of Financial Planning - Geoff Bush- Email Business
- ABN
- 91 115 394 815
- Staff
- 1-10
- Service Notes
- Call us today for more information.
- Other Links
- Category
- Keywords
- Accountants, Deceased Estate Finances, Financial Advisor, Financial Planning, Forum Financial Services, Investment Advice, Retirement Planning, Share Portfolio, Share Trading, Superannuation
FAQs
What are your hours of operation?
We work by appointment. Call us to book an appointment.
Are you an Australian owned and operated business?
Yes, we are an Australian owned and operated business.
What is best way to contact you?
You can contact us via email or call us. E: [email protected] T: (02) 6551 0511