|Name||Avalon D'Abreo, CFP®|
|Company||MiPlan Advisory Pty Ltd|
|Address||P O Box 2116
Taylors Lakes, VIC 3038
I am delighted to be in the proud position to focus totally on developing strategies and source products that provide my clients with the best outcome for their situation, given their stated personal goals and aspirations.
With access to 7 personal risk providers, 5 platforms with a wide range of investment options, the ability to advise on industry super funds, direct equities, self-managed super funds (SMSF) and gearing strategies like margin lending, I am able to provide financial planning solutions to suit almost every need.
I believe that there are 2 aspects to planning - financial and non-financial. And there are 4 aspects to life - physical, mental, emotional and spiritual. The challenge for every one of us is to ensure that we get the balance right to enable us to lead a healthy, happy and rewarding life, not only for ourselves but for our loved ones, our communities, our country and all of humanity. The management of STRESS is key to personal and professional success. In line with this philosophy, I am also a Holistic Coach focusing on my clients' personal and professional development, registered with the International Coach Federation (ICF) and can now offer my clients a truly holistic approach to Planning.