Published on 20 Oct 05
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Issues covered in this paper include:
- pension benefit design including defined benefit
- payment of allocated pensions before retirement
- RBL strategies.
Craig is an Associate Director with Grange Securities. He is a certified financial planner with over 18 years experience in funds management and financial planning and has gained his experience through roles such as foreign exchange broking, developing investment products and training financial planners. Current at 05 May 2006
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Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. Current at 27 March 2007
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