The Financial Planning Association of Australia The Financial Planning Association of Australia

Duncan Essery, CFP®


Name Duncan Essery, CFP®
Company ARA CONSULTANTS LTD
Address Level 3A 379 Whitehorse Road
Balwyn, VIC 3103
Phone 03 98300311
Mobile 0419595262
Email [email protected]
Website www.araconsultants.com.au

ARA Consultants is independently owned, by staff and a number of public accountants. We have no affiliation with any other financial institution, bank, life office or fund manager.

ARA holds Australian Financial Services and Australian Credit Licence number 224150, under which the company is authorised to:
• provide financial planning advice;
• provide financial product advice and deal in financial products including deposits, bonds, listed shares, managed investment schemes, superannuation and life insurance;
• operate a managed investment scheme, The ARA Investment Fund (“ARAIF”).

ARA is also the promoter of a public offer superannuation fund, The ARA Retirement Fund (“ARARF”), which is available to personal and employer-sponsored members saving for their retirement, and can also pay pensions to retirees.

We have developed our own products and services rather than sell for other people. We neither receive, nor pay, commissions connected to those products. They are for our clients only, not sold to the great wide world by sales reps.

We use the same products ourselves, and pay the same price. If it’s good enough for you, it’s good enough for us.

So you deal with proprietors, not the marketing department or call centre. People who share your interests and are with you on the journey.

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