Client Education
is extremely important to us at Devenny Payne Taxation and Business Services as we consider knowledge and understanding of personal and business finances crucial to your individual wealth creation.
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Financial Services OverviewOur financial planning service was established in 2007 in response to clients requesting assistance with their personal and business superannuation, investments, insurance and finance. Our financial planning alliance with Australian Unity ensures we have full access to the research, administration and other essential services a major financial institution can offer while still allowing our practice to retain and provide friendly and personal service to our clients. With a heritage dating back to 1840 Australian Unity continues to help Australians secure their financial futures. Australian Unity's Ross Johnston* is our principal financial planner. Ross has extensive financial planning experience and outstanding credentials. Our service model is based around helping you to create a secure financial future. No matter what your situation is, whether you are in the workforce, a business owner, about to retire, or already retired, our financial planning services are tailored to suit your individual situation. Our Services include:* Ross Johnston is Head of Financial Planning and an authorised representative of Australian Unity Financial Planning Limited (ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road, South Melbourne VIC 3205 |
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