Exit Options for John Hancock Bond and Corporate Finance Group: Hanover Communications In... - 28 Strategic Investors

View x
/
ComCorp Financial Advice Pty Ltd.

ComCorp Financial Advice Pty Ltd.

Investment Management Firms

Description

ComCorp Financial Advice Pty Ltd. provides financial advice to individuals, companies, and trustees in Australia. Its services include regular investor newsletter provision; maintaining research on investments and record of various known investments; discussing on an annual and a bi-annual basis about clients current investments, estate planning needs, and life and general insurance needs; conducting an annual and a bi-annual review of risk profile; and priority access to financial planner. The companys services also comprise providing annual and bi-annual valuation report of investments, market exposure and variance to desired profile, investment performance summary, investment review information, and comments on general market outlook, as well as annual review of current situation and objectives, financial needs, cash flow and income needs, and financial and investment strategy. In addition, its services include folders for financial papers; updates on prevalent issues; processing of switches, redemptions, and rebalancing of current investments; provision of recommendations on direct share portfolios; preparation of a needs analysis of life insurance; and working on current, new, or other investments. Further, ComCorp Financial Advice offers dealer and advice support services. ComCorp provides its advice on a range of financial strategies, such as superannuation, wealth creation, savings plans, debt management, borrowing to invest, tax-effective investing, redundancy, risk management, pre and post-retirement planning, estate planning, and social security benefits. The company was formerly known as Community and Corporate Financial Services Pty, Ltd. and changed its name to ComCorp Financial Advice Pty Ltd. in April 2009. ComCorp Financial Advice was founded in 1987 and is based in Sydney, Australia. ComCorp Financial Advice Pty Ltd. operates as a subsidiary of ClearView Wealth Limited.

Corporate Address

Suite 2 Level 24 2 Chifley Square Sydney, NSW2000 Australia

Australia

61 2 9224 0700

Tags:

Investment Research, Financial Research, Management Research

Signup with Aurigin to get access
to capital & deals across 140+ countries
Signup Now
Claim your Firm Do you wish to claim?

About Aurigin

Aurigin is a global deal origination platform that connects qualified investment opportunities to institutional providers of capital. Investment management firms on Aurigin gain access to thousands of screened, high quality deals which are useful to their clients.

Disclaimer

Information listed in this page is intended only as a guide to the listed businesses or organization. Aurigin or any of its employees neither endorse, warrant, nor guarantee the products or services advertised in the directory. The information provided in each listing on this website is published as obtained from external sources that provide the information.

The information contained in the directory may not be exhaustive, accordingly each individual should engage in their own due diligence process to evaluate the companies, goods and services that are advertised/covered in the directory. No warranty, representation or undertaking is made about the content, accuracy and completeness of the information provided. Aurigin or any of its employees accepts no responsibility or liability for any loss, damage or injury which may arise from representations contained on this website. Use of the directory constitutes an agreement to release, indemnify, and hold harmless Aurigin as well as its employees, agents, representatives, and successors from all losses, claims, theft, demands, liabilities, causes of action, or expenses, known or unknown, arising out of the use of the online directory.