Glenn Pitt SSA FChFP BBus FFin JP

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Company Beachside Financial Services
Title Principal Adviser
Profession Financial Planner
Address 28 Wyuna Ave FRESHWATER NSW 2096
Email [email protected]
Phone 1300 794 340

Summary

Glenn has operated for over ten years a successful Financial Advice business to clients within the Northern Beaches precinct of Sydney.

A holistic financial planning service is provided to all age groups including:
o Wealth Accumulation strategy and advice
o Share Market investment strategy and advice
o Debt minimisation strategy and advice (clever use of Loans)
o Gearing strategy and advice
o Tax minimisation strategy and advice
o Asset protection strategy and advice
o Life, trauma and income protection insurance advice
o Retirement planning strategy and advice
o Superannuation and rollover strategy and advice
o Self Managed Superannuation Fund strategy and advice
o Social Security advice
o Estate Planning advice
o Corporate Superannuation advice

As a “Fee for Service” adviser, Glenn prefers to be paid for the work undertaken just like any other professional service provider, and when paid in this manner, rebates all commissions upon managed funds and similar investment products within the Financial Advice business.

In this way you always know the advice is impartial and focused upon your specific needs and requirements and not influenced by other factors.