Pat Dodds

Hunter Fp Pty Ltd

Bronze
7 Yrs Experience
New Lambton, NSW 2305

Hunter FP Pty Ltd is a boutique financial planning firm, based in Newcastle. Over the years, Tony & Pat have assisted hundreds of clients in establishing a financial plan to reach their goals. Offering expert advice in the following services: Superannuation Advice including SMSF's, Investment Strategy, Personal Insurance & Asset Protection, Retirement Planning, Risk Insurance for Illness or Injury, Personal Budgeting, Finance & Debt Management, Estate Planning, Retirement Planning, Wealth Management, & Wealth Planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Hunter Fp Pty Ltd

4 Cromwell St
New Lambton, NSW 2305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523