Adviser Profiles
Paul R Askwith - AFPA, Adv. Dip.F.S.(FP)
Paul Askwith has been in the insurance industry since 1984. His office is in Boronia and from those premises he operates 3 businesses.
Julia Sweerts - CFP®, B.Bus (Fin Plan)
Julia has been in the financial planning industry since 2000. She is a Certified Financial Planner.
Gregory Condon - Dip FS(FP)
Gregory Condon is an Authorised Representative of Guardian Financial Planning.
We have 5 support staff, some being specialists in areas of Insurance and Superannuation.
Life Insurance Advocates has agencies with the leading Life Insurers in Australia and it does not cost you anything to transfer existing Life Policies to our agencies, but, please speak with us first.
We have numerous claim statistics available and comments by Life Companies; if you wish copies of this data, please let us know as it may assist you in assessing your and/or your family’s needs if you were to die, become totally and permanently disabled or unable to work for a short period of time due to accident or sickness. Without the correct insurance in place you and your family could risk financial ruin.
On review of your Insurance Portfolio we will compare all products available and recommend the most appropriate to your specific needs.
Our services are extensive and aside from regular reviews, we provide our clients with annual calendars and regular informative newsletters.
If you wish to discuss your financial services needs further, please give us a call at your convenience. We can also liaise with your accountant if you wish.
Yours sincerely,
Paul R Askwith
AFPA, Adv.Dip.F.S (FP)
Details of our other operations that are not related to Guardian Finanical Planning can be found by visiting: www.lendingspecialists.com.au and www.loansactually.com.au