Other Services - External Referral Panel

We are always looking for ways to improve the service we provide our clients. On occasions, our clients require financial planning advice, legal advice or insurance services where they either don’t have an existing relationship with a provider or they are unsatisfied with their existing advisor.

Please note it is our firm’s policy that where clients have an existing satisfactory arrangement with an advisor, we will work with the existing advisor.

We have established professional relationships with a number of service providers and have included them in our referral panel. These providers are listed below, along with links to their websites. If you have any questions, or require additional information, please feel free to contact us.
 

 Financial Planners  
 Shadforths Financial Group   Level 3, 111 Macquarie St, Hobart, TAS, 7000
 Tel:   (03) 6211 1111
 Garnaut Private Wealth Pty Ltd   Level 10, 499 St Kilda Road, Melbourne, VIC, 3004
 Tel:   (03) 9856 4500
 SMF Wealth Management Pty Ltd   Level 1, 169 Liverpool St, Hobart, TAS, 7000
 Tel:   (03) 6215 5900
   
 Legal Practitioners  
 Simmons Wolfhagen  168 Collins St, Hobart, TAS, 7000
 Tel:   (03) 6224 4133
 Murdoch Clarke  10 Victoria St, Hobart, TAS, 7000
 Tel:   (03) 6235 9311
Julie Byrne Legal  Level 1, 101 George St, Launceston, TAS, 7250
 Tel:   (03) 6334 4567
 Page Seager  Level 3, 162 Macquarie Street, Hobart, TAS, 7000
Tel:    (03) 6235 5155

 

 

 

 

 

 

 

 

 

 

 

 

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