Welcome to Concurrence Financial Planning

Mariam Ness

One morning, when Gregor Samsa woke from troubled dreams, he found himself transformed in his bed into a horrible vermin.

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Contact Info

  • +1 800 – 456 – 789
  • In**@ad************.com

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CAMERON PROFILE

“I believe there are too many head nodders in the world. Have a view, be brave and let it be heard. Most of all, what you believe in and give everything your best”

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EXPERIENCE

  • 30 years of experience
  • Dual-Licensed (Investment Advisor and Broker)

EDUCATION

  • Limited Representative – Investment Banking
  • Master of Science in Investments
  • Uniform Investment Advisor Law Examination
  • Interest Rate Options Representative
  • Futures Managed Funds Examination

PROFESSIONAL AWARDS

  • 2015 Top Advisor Rankings by State
  • 2014 Top 100 Financial Advisors

SERVICES OFFERED

  • Investment Management
  • Portfolio management for individuals
  • Securities Portfolio Management
  • Other Advisory Services

Concurrence Financial Planning
At Concurrence Financial Planning, our financial adviser helps clients to achieve their financial goals.
We are specialised in life insurance, investment planning, superannuation planning, retirement planning, estate planning and tax planning advice.


  • Level 1, Suite 103, 10-12
    Clarke Street, Crows Nest,
    NSW 2065
  • in**@co*********.au

 

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Disclaimer: Concurrence Financial Planning, ABN-32623820416 is Authorised with Authorised Representative Number 108194 of Australian Financial Services License 329337 ABN-39114365007. The content and information in this website are general in nature only without taking into account any personal circumstances. Concurrence Financial Planning does not warrant the accuracy, reliability or completeness of information contains in this website and is also not liable for any error or omission on the website material or for any resulting loss or damage suffered by the recipient or any other person.

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