About Us
Summit Financial Strategies Pty Ltd (Summit) offers our clients a range of financial services such as Financial Planning, Home Loan and Investment Loans, Mortgage Broking solutions, Life Insurance, Superannuation, Estate Planning, Property Investments and Self Managed Super Funds.
Our Director of Summit , Andrew Bird has had an extensive career in Financial Planning, Mortgage Broking and Insurance advice. Our aim for Summit is to provide clients with a broad based financial and investment advice service that is independant of the financial institutions.
Our objective is to make the mysteries of the financial world simple for our clients. Let our experience guide you along your own personal financial path and allow you to achieve your own goals.
Summit Financial Strategies is a corporate authorised representative (No. 304821) of My Adviser Pty Ltd Australian Financial Services Licence 238307.
My Adviser Pty Ltd is a privately owned Austalian Financial Services Licencee and as such is not beholden to any major Bank or Insurance company.
This allows us to match your needs with the vast array of financial products and sevices in the market place.
The team at Summit Financial Strategies invite you to read some of their clients' testimonials and consider how you too can secure your financial future.