THE TEAM
Since opening its doors in 2003, Link Financial Services has quickly established itself as the boutique one-stop shop for clients wanting comprehensive financial service solutions. Whether you're just starting out, or just about to retire - the benefits of establishing a solid financial plan start adding up immediately.
From getting on track to realising your financial dreams, to making sense of your superannuation; Link Financial Services will help you map out your financial future and guide you along each step of the way.
PARAPLANNING TEAM
Our team members strive for excellence and have a thirst for knowledge to ensure we remain at the forefront of the Financial Planning industry. This dedication enables our team to construct detailed Statement of Advice.
Our team’s education and experience allows us to provide specialist advice in relation to Superannuation, Wealth Creation, Insurance, Group Structures and Retirement Planning.
We are eager to assist clients in achieving their future personal and financial goals and objectives.
CLIENT SERVICES TEAM
Our Client Services Team is a team of helpful and experienced individuals whose key focus is to ensure that your overall experience is as smooth as possible.
Our Client Services Team looks after the implementation of your initial Statement of Advice and your ongoing Portfolio Reviews. After each meeting, your file will be given to a member of the team who will then make all of the necessary changes to your portfolio.
Our Client Services Team may also assist you in applying for all of your personal risk protection needs. You will have a dedicated team member who will walk you through the entire process, even down to arranging any necessary blood tests or medical exams. Most importantly, in the unfortunate event of a claim, our Client Services Team is there to help you each step of the way and to ensure that you are paid your entitled benefit.
If you have questions regarding your portfolio, our Client Services Team is always there to help you.
ADMINISTRATION TEAM
At Link Financial Services we are exceptionally proud of the team of people who work within the organisation.
Link Financial Services’ friendly Administration team ensure to maintain a high level of dedication and commitment to our clients. We offer an exceptional customer service experience, making sure you are treated as one of us.
Our team is always ready to help you, with a focus on ensuring that together we work towards a common goal of providing quality advice and exceptional service to you.
STAFF TRAINING AND EDUCATION
Link Financial Services is privileged to be part of Kaplan Training with monthly training sessions held in-house. Sessions include monthly economic updates and other special topics.
In addition to the Kaplan training, Link Financial Services promote ongoing further education for its team including the Diploma of Financial Planning and the Advanced Diploma of Financial Planning training. Our professional team attend conferences, seminars and are exposed to a variety of practical product training sessions.
Our team are encouraged to attend additional educational and training courses to enhance their personal and professional skills and knowledge in order to ensure our clients gain the maximum specialist financial planning and holistic advice.