Merry Christmas & Happy New Year!

Posted on 18. Dec, 2016 by in Financial Planning

Merry Christmas Team Video!

The team here at Abound Financial & Lifestyle Planning would like to thank you for your support throughout 2016 and wish you, your family and friends a very Merry Christmas & a happy, safe and prosperous New Year!

We look forward to seeing you all in 2017!


The Abound Financial & Lifestyle Planning Team

Level 1, 416 Mt.Alexander Road, Ascot Vale, VICTORIA, AUSTRALIA 3032

T: +61 (0) 3 9373 3500



Abound Financial and Lifestyle Planning
Richard Brown CFP®, CPA, BBus(Acc) (242202)
Clinton Smith CFP®, BBus(FP) (428687)
Suzanne Alexander AdvDip(FP) (458264)
Peter White BBus(Eco&Fin), ADFP

Abound Financial and Lifestyle Planning Pty Ltd (ABN 22 087 690 060) trading as Abound Financial and Lifestyle Planning, is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.

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This information is provided by Charter Financial Planning Limited (Charter FP) ABN 35 002 976 294, an Australian Financial Services Licensee, Licence No. 234665, a wholly owned subsidiary of AMP and a member of the AMP Group. It is believed to be correct at the time of publication, however, no representation or warranty is given as to its accuracy. No liability is accepted by any company within AMP or their respective employees or directors for any statement or opinion or any error or omission or for any loss arising from reliance on the information contained in this document. Investments may only proceed by completing the relevant application form attached to a current Product Disclosure Statement (PDS). Fund managers will receive fees for their services out of which authorised representatives of Charter FP may be paid commission. Neither the return of capital nor the investment performance of any investment is guaranteed by Charter FP. Past performance is not indicative of future performance. Any advice given in this document has not been prepared taking into account your particular investment objectives, financial situation or needs. Any case studies in this publication are hypothetical are not meant to illustrate the circumstances of any particular individual. You should assess your particular investment circumstances prior to making any financial decisions. This taxation information is based on the continuation of present laws and their interpretation and is a general statement only. Individual circumstances may vary. From time to time we may bring to your attention products, services and other information that may be relevant to you. If at any time you no longer wish to receive information, you may opt out by contacting our office.

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