Strategic Insurance Pty Ltd

Other companies in Hobart

Description

The business was originally borne out of a partnership between Todd Burrows and Mark Griffiths in 1996. In July 2010, Mark resigned from the business to pursue his career on a broader front. With this change, it was with great excitement that Tony Daly and David Donato became Directors of Strategic Financial Planning & Insurance. Todd Burrows - CFP Todd has worked in the Financial Services industry since 1988 and has a Diploma in Financial Planning. Tony Daly - CFP Tony joined the team in 2005 and has a background in Accounting and Banking. David Donato David has worked in the Financial Services industry since 1994.
David joins the firm after a successful 8 year career with AMP where he worked with financial planners in both Tasmania and Victoria. He holds an Advanced Diploma in Financial Services. Simon Ashman Simon has been with the company since 2007. Simon holds a Bachelor of Economics and an Advanced Diploma in Financial services and he is also an Accredited Mortgage Consultant. Our financial advisers are supported by an exceptional dedicated team which consists of Paraplanners and Client Service Officers.
We can offer you a range of financial products and services but more importantly, we provide personal advice to help you protect your assets and maximise earnings in a tax effective manner whilst investing prudently. We can advise you in planning business and/or personal finances and offer access to over 20 leading fund managers. Every product recommended is researched by independent industry research house, Van Eyk, and is approved by the AMP Financial Planning Pty Limited team. We believe our clients benefit from a professional service that places importance on meeting each individual’s specific financial needs and we ensure our recommendations are fully understood. Our financial planning service includes regular and comprehensive reviews of client portfolios.

Keywords: Financial Planners
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