Article brought by Chris Matthews
Chris has worked in the Financial Services industry since 1983. Chris spent 14 years in the General Insurance industry before moving to Risk Insurance and Financial Planning in 1994.
Chris came to the Taggart Group in August 2002 after spending approximately 4 1/2 years as a Paraplanner / Office Administrator with Hillross Financial Services. Prior to this Chris worked with the Advance and St George banks.
Chris is the Administration & Compliance Manager for Taggart Nominees Pty Ltd, and The Taggart Group Pty Ltd. Chris is a Representative of Taggart Nominees Pty Ltd, an Australian Financial Services Licensee (no 234973). Chris has successfully completed the Diploma of Financial Planning and is an Affiliate (practitioner member) of the Financial Planning Association of Australia Limited. Chris is also a member of the Association of Financial Advisers [AFA].
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Self Managed Super Fund Page - watch this space!
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The information on our SMSF page will include updated ATO requirements and rulings, articles on specific issues surrounding setting up and running a SMSF, and other relevant information specifically for our SMSF clients. However in the mean time, if you would like to have a chat about your existing SMSF, or you are thinking of setting up your own SMSF, please give us a call.
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What's new?
Our FREE renewal email service
Why not register for our FREE email renewal service. By registering at taggart@taggartgroup.com.au we will notify you of your upcoming insurance or greenslip renewal prior to the renewal date so that you can prepare for the upcoming renewal. If you have insurance policies that we do not look after, you can add those policies to the renewal notification service. For policies we don't look after, please let us know the details of the policy such as the company, due date, and policy type (general insurance or life insurance etc).
Improve your IQ
Commencing in this edition, we will be including some fun IQ puzzles for you to complete. The puzzles are designed to challenge your powers of deduction and logic, but also make you think laterally and imaginatively. Answers will be provided as well.
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