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

Julien Kanagaratnam, AFP®


Name Julien Kanagaratnam, AFP®
Company Lifespan Financial Planning Pty Ltd
Address Level 1
75 Old Pittwater Road
Brookvale, NSW 2100
Phone 02 92522000
Mobile 0417259245
Email [email protected]
Website http://www.lifespanfp.com.au

I have been in Financial Planning for over 15 years. I supervise and coach over 100 planners around Australia .I also have my own client base.

My authority allows me to offer advice in all areas including:

• Superannuation
• Self-Managed Superannuation Funds - Investment Advice only (including advice to establish an SMSF)
• Managed Investments
• Direct Equities / Shares
• Personal Risk Insurances
• Gearing and Margin Lending
• Centrelink and Social Security Planning
Although not limited to these areas, I can help you with prudent advice and management across:
• Cash-flow Management
• Retirement Planning
• Protection of Financial Objectives
• Saving Plans
• Investment Planning

I am very client centric in my approach and I take time to fully grasp the goals and objectives of the client.

Before any advice is provided, clients are provided with a letter of engagement that outlines their goals, objectives and needs. The letter articulates what are the areas we will investigates and advice on and will outline the work that we wil do on your behalf. The letter will articlate all the costs in a clear manner and on receiving a signed acknowledgement, then will proceed with the production of the statement of advice.

Ongoing service is tailored to the client needs and this will be clearly articulated in the SOA.

Ongoing contact with the client will include face to face meetings, communication via letters, emails, telephone & skype - depending on client.

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