" The pathway to your future"
WHAT IS FINANCIAL PLANNING ADVICE?
It is about creating a plan in relation to your finances during your lifetime.
It involves putting in place life strategies greatly influenced by one’s financial circumstances.
Our lives can change at any given time and financial plans and strategies can be designed to suit your future lifestyle needs. Sheridan Wealth Management can provide you with holistic personal planning advice and services including:
Superannuation and retirement planning
Wealth creation, management and succession
Investment management, including shares and managed funds
Risk and Insurance
Sheridan Partners Pty Ltd trading as Sheridan Wealth Management
(Authorised Representative number 1254460) (Business) is an Authorised Representative
of CPA Australia Advice Pty Ltd (CPA Australia Advice)
Your Adviser is Peter Nelson
(Adviser Number 231022) (Adviser), a director of the Business and has been authorised to by the Business and CPA Australia Advice to provide you with financial advisory services.
Sheridan Wealth Management
Street Address: 147 Fenaughty Street Kyabram VIC 3620
Postal Address: PO Box 322 Kyabram VIC 3619
Phone: 1300 896 574