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At Amicus Financial Lifestyle Planning, our Mission is to continuously strive for more knowledge and expertise to enable us to provide high quality financial advice, solutions and services tailored to our client’s individual needs. We also seek high standards in trust, ethics and integrity.
Amicus Financial Lifestyle Planning helps people make informed choices about their money so they can maximise and preserve their wealth.
Amicus Financial Lifestyle Planning specialises in:
- Retirement planning and pension
- Financial planning
- Budget and debt management
- Salary packaging
- Small business advice
- Banking and lending products
- Personal insurance and risk management
- Investment planning and products
- Superannuation planning and products
- Centrelink
- Estate planning
- Self Managed Super Fund
At Amicus Financial Lifestyle Planning, we have a team of highly skilled professionals proficient in English, Mandarin and Cantonese to assist our clients with their personal and business needs.
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| Jimmy Son & Associates Pty Ltd, ABN 21 007 382 130, trading as Amicus Financial Lifestyle Planning, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706). |
Jimmy Son & Associates Pty Ltd T/as Amicus Financial Lifestyle Planning, ABN 21 007 382 130, are Authorised Representatives of
AMP GI Distribution Pty Ltd
ABN 40 098 080 810
AFS Licence No. 232703 and National Adviser Services Pty Ltd ABN 60 096 916 184 AFS Licence No. 233750 |
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