Associated Financial Planners
(AFP) was formed when Gerrie Johnstone joined
Lew Osborne and Phil Coleman who had been
operating Southern Cross Financial Management
Services since early 2000.
AFP is a mesh of talents of the three Principals,
Lew Osborne, Phil Coleman and Gerrie Johnstone.
It brings together experience and innovation
into a niche area of financial management
that only a small number of individuals
in Australia have the ability in which to
specialise. They have combined the five
major elements of financial management i.e.
cashflow monitoring, investment management,
risk management, estate planning and taxation
planning strategies to produce the Five
Star Plan.
They have formed strategic alliances with
well known and respected Legal firms and
Accountancy practices so that only the latest
and most accurate information is conveyed
to their clients.
AFP also offer a wide variety of services
utilising the vast and varied experience
of the three associates. These services
include:
Financial Planning
Insurance
Superannuation
Estate Planning
Investment Advice
Cashflow Management
Mortgage and Finance
Technical Services
Associated Financial Planners Pty Ltd is a Corporate Authorised Representative Number 304327 of Australian Financial Services Limited, holder of an AFS Licence Number 297239.
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