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Profile - Raymond Mitchell
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Ray Mitchell
Authorised Representative
297 Schubach Street
Albury NSW 2640
Tel:(02) 6042 0141
Fax: (02) 6041 2431
Mob: 0418200400
Email: ray.mitchell@elders.com.au
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 287514
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Ray has been in the financial services industry for over 34 years with a career in banking and financial planning. Ray joined Elders Financial Planning in 2008. He holds a Diploma in Financial Services, is an Associate Member of the Financial Services Institute of Australasia (FINSIA) and a Justice of the Peace in NSW.
As an Authorised Representative, Ray believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
Services
Ray is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management,
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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