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Thank you for Confirming your Appointment

Your  Estate Planning meeting with Raf is now confirmed and we look forward to meeting with you 

​Click Here to read important information about Estate planning to prepare you for the meeting

 

Click here to complete our Estate Planning Questionnaire.

 

Feel free to contact me or my team if there are any questions or queries.

 

Warm Regards

Raf Hallak 

 Director & Executive Advisor

Lloyd Trans.png

                                 Financial Services Guide

 

Lloyds Private Wealth Pty Ltd (ABN: 93 630 056 610) is a Corporate Authorised Representative (CAR No. 1272887) of  Alliance Wealth Pty Ltd ABN 93 161 647 007 | Australian Financial Services Licence (AFSL) Number 449221. Part of the Centrepoint Alliance group. Any information or advice contained on this website is general in nature only and does not constitute personal or investment advice. We will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from the use of or reliance on such information. You should seek independent financial advice prior to acquiring a financial product. All securities and financial products such as derivatives or instruments transactions involve risks. Please remember that past performance results are not necessarily indicative of future results.

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