Our financial planners:

 John Foster (PDF File 1.8 MB)  Rod Giri (PDF File 186.4 KB)  Shepparton
Please click map to enlarge

Office address:

78 Wyndham Street,
Shepparton VIC 3630

Postal address:


03 5821 4711


03 5820 0901


Our services:

  • Retirement planning
  • Superannuation strategies
  • Stockbroking
  • Salary packaging
  • Centrelink entitlements
  • Life insurance (life, TPD, trauma, income protection, business expenses)
  • Tax-effective investment strategies
  • Estate planning
  • Aged care advice

How to find us:

The office is located near the corner of Knight and Wyndham Streets opposite the RSL club.