Both Paul Woodward and Superannuation and Insurances Pty Ltd are authorised representatives of AVALONfs Pty Ltd ABN 43 162 297 298  I  AFSL 437518

Since you’re about to meet with me I want to give you a chance to hear some of the reasons my clients love working with me...

  1. No Risk

Your satisfaction is guaranteed. If you are not 100% satisfied with your plan, you pay nothing.

  1. Trust

When you work with someone planning your business protection, you want to be confident that they are someone you can trust.

As an authorised rep of Avalon FS I have to adhere to their strict rules and policies and as a member of the Financial Planning Association of Australia (FPA), I am held to account by the FPA to a strict Code of Professional Practice. This code sets out the obligations of members to uphold high professional standards and consumer protection and includes acting with honesty, integrity, competence, and diligence, acting in the client’s best interest, avoiding or disclosing and managing conflicts of interest, and maintaining confidentiality and protecting the privacy of client information.

  1. Choice

Financial professionals who work for a single bank or insurance company are often encouraged to recommend the company line of products first. As we are not owned by any bank or insurance company, I pick and choose from a whole universe of products and services to better meet your individual needs and preferences.

  1. Transparency

One of the biggest complaints in the financial services business is that fees and commissions are not fully explained. I reveal all fees and commissions up front so you will always know what to expect. No surprises! This will be provided in an official advice document for you to keep as your records.

  1. Clarity

Different products manage different risks. I explain how each product and service works so that you understand your choices and can make more informed decisions.

  1. Accessibility

I provide you with my cell phone number, and I take calls seven days a week.

  1. Follow up

Once your plan is complete, I help you implement it so that you will always have the satisfaction of knowing that you are doing the right thing at the right time.

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This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances.