FCA Financial in Upper Beaconsfield is holding an Australia’s Biggest Tea event and staff hope that the public will come along to meet them and help raise money for cancer research.
Senior adviser Jennifer Southgate said the event would be held on Thursday 28 May from 9.30am to 11.30am in the offices in Upper Beaconsfield.
“Everyone is welcome and gold coin donations are requested on the day,” she said.
“We invite people to attend the ABMT event, to get to know us and what we do and realise the importance of obtaining quality financial advice.
“We work with you to protect you and your family, today and into the future by getting to know you and what you need.
“From starting work to retirement we’re partnering with you to help you achieve financial success,” she said.
The business has been operating for more than 20 years and Jennifer has had more than 25 years’ experience as an adviser with fellow senior Adviser Ashley Davidson having 15 years’ experience while professional certified financial planner Kerri Davey has had 10 years’ experience.
FCA Financial offer financial planning, personal insurance, superannuation and investment advice as well as retirement planning.
They are local and experienced with a focus on building long-term relationships.
“We invest the time with specialist in each field,” Jen said.
“We provide comprehensive detailed and well articulated advice.”
The initial consultation is provided at no cost (up to 90 minutes) – we also offer savings and investment education to under-25s.
FCA Financial can be found at 1/49 Beaconsfield-Emerald Road, Upper Beaconsfield and is open 9am to 5pm or by appointment.
