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The Best Financial Service in Shepparton

Handpicked Top 3 Financial Services in Shepparton, VIC. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

INFINITY PRIVATE WEALTH

78-82 Wyndham Street, Shepparton, VIC 3630

Since 1992

Superannuation, SMSF Advice, Retirement Planning Advice, Personal Risk Insurance, Investment Portfolio Construction & Management

Provides advice Superannuation including Self Managed Superannuation Fund, Managed Investments, Direct Equities, Estate Planning, Centrelink & Personal Risk Insurance

admin@infinitypw.com.au
infinityprivatewealth.com.au
Mon - Fri 8:30 am - 5:00 pm
Exceptional service, great strategies and advice, and peace of mind. Vince Gagliardi at Infinity Private Wealth is very efficient and professional. Vince has been handling my financial affairs for over 7 years. I highly recommend his services to friends and family.
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RBA FINANCIAL GROUP

493 Wyndham Street, Shepparton, VIC 3630

Since 1977

Wealth Creation, Life Insurance, Income Protection, Investments, Retirement Planning, Superannuation, Risk Insurance, Savings & Debt Management

Offers solutions to clients in the areas of Superannuation and Retirement Planning, Investments, Wealth Creation, Risk Insurance & Self-Managed Superannuation Funds

ABN 63 005 932 909

info@rbafinancial.com.au
rbafinancial.com.au
Mon - Fri 9:00 am - 5:00 pm
I have been a client of Richard’s for many years. His guidance and direction has been of great support. Richard’s staff are extremely efficient and helpful in every possible way; regular visits, communication and updates are carried out in a professional manner.
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SOFCORP FINANCIAL SERVICES

96 Wyndham Street, Shepparton, VIC 3630

Since 1999

Life-Stage Financial Planning, Wealth Creation, Asset Allocation, Investment Selection, Investment Gearing, Superannuation, Retirement Planning, Salary Packaging, Estate Planning & Risk Insurance

Expert in the areas of Tax, Superannuation and Investments

ABN 59 088 312 716

finplan@sofcorp.com.au
sofcorp.com.au
Mon - Fri 9:00 am - 5:00 pm

We are very happy with Glenn Trickey and Tracey Sofra at Sofcorp, SHEPPARTON. Before we sold our farm in 2008, Tracey has been investing our money for 5 years. After selling the farm, Glenn has managed our money and we are more than happy with the results of our investment. Glenn is very helpful with advice on which investments is performing, and moving slower investments to better returns. He is excellent at his job and we are very happy.

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