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Hervey Bay Financial Planning


We provide a comprehensive range of independent financial planning and investment advisory services for local clients.

We will tailor a financial plan to meet your specific requirements, and can assist with a wide range of risk insurance products. 

Our local financial planning staff are fully qualified financial planners and our principal adviser is also a Chartered accountant, CPA and registered tax agent, with over 25 years experience in superannuation, taxation and assisting Hervey Bay clients.

Our firm provides financial planning services as an authorised representative of Politis Investment Strategies ABN: 71 106 823 241,  AFSL: 253125.

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Hervey Bay Financial Planning

49A Torquay, 1, Pialba, Queensland, 4655, Australia

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