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Staff Profiles
Robert Atherley
Mark Koroll
Wendy Lange
Wendy Nunn
Robyn Meredith
Atherleys Financial Planning Services
AXA Financial Planning FPA AXA Financial Planning Limited ABN 21 005 799 977
Australian Financial Services Licensee, Licence number 234663
Principal Address 750 Collins Street PO Box 2830 Melbourne Victoria 3001
www.axa.com.au

Atherleys Financial Planning Services Pty Ltd is a corporate authorised representative of AXA Financial Planning.

The important steps in the financial planning process -

Step 1 Where you are now
Step 2 Where you want to be in the future
Step 3 How to get there, designing the strategy
Step 4 Implementing the plan to secure your future
Step 5 Providing an ongoing review service to monitor and revise your strategy

Whatever your stage in life, Atherleys Financial Planners can help you to achieve your financial goals by giving practical, effective and logical advice. Together we will develop a strategy that will be tailored to your specific situation.

Atherleys Financial Planners are authorised to advise and to deal with the following financial services and products -

Managed Investments
Shares
Personal Superannuation
Self Managed Superannuation Funds (Investment advice only)
Personal Insurance
Salary Packaging