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Financial Planners
Lee Virgin – PDK Financial Solutions
Strategic and Commission Free Financial Planning and Taxation Advice
Lee is a Certified Financial Planner and a member of the Financial Planning Association of Australia and has recently been elected to the Hillross Advisers Association Board. He has been a licensed investment adviser for over fifteen years before which he spent 16 years within the banking industry. Lee specialises in personal financial planning, which includes retirement and social security (Centrelink), redundancy, Superannuation (including Self-Managed), and wealth accumulation. He also holds special accreditations in Risk, Corporate Super and Direct Share investment. Outside of the office, Lee is married and has one son and two daughters. He is a keen follower of football and cricket and his hobbies include fishing and the occasional game of golf.
Richard Lovell – PDK Financial Solutions
Strategic and Commission Free Financial Planning and Taxation Advice
Richard is a Certified Financial Planner and has a Bachelor of Commerce with a Major in Corporate Finance in addition to holding a Diploma of Financial Planning. Richard's work also focuses on developing tax-effective wealth creation strategies with his clients as well as providing self managed superannuation advice, redundancy advice, personal insurance and corporate superannuation solutions to the marketplace. He is committed to ongoing professional & technical development, which translates into a competent and personalised service covering all facets of financial planning to individual and corporate clients alike.
Richard is a motorsport enthusiast, likes an occasional game of tennis and is also a Director of the Rotary Club of Adelaide East.
General Advice Disclaimer
This article has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial advisor before making any investment decisions. Lee Virgin and Richard Lovell are an Authorised Representative of Hillross Financial Services Limited, ABN 77 003 323 055, AFS Licence No 232705.
Lee Virgin – PDK Financial Solutions
Strategic and Commission Free Financial Planning and Taxation Advice
Lee is a Certified Financial Planner and a member of the Financial Planning Association of Australia and has recently been elected to the Hillross Advisers Association Board. He has been a licensed investment adviser for over fifteen years before which he spent 16 years within the banking industry. Lee specialises in personal financial planning, which includes retirement and social security (Centrelink), redundancy, Superannuation (including Self-Managed), and wealth accumulation. He also holds special accreditations in Risk, Corporate Super and Direct Share investment. Outside of the office, Lee is married and has one son and two daughters. He is a keen follower of football and cricket and his hobbies include fishing and the occasional game of golf.
Richard Lovell – PDK Financial Solutions
Strategic and Commission Free Financial Planning and Taxation Advice
Richard is a Certified Financial Planner and has a Bachelor of Commerce with a Major in Corporate Finance in addition to holding a Diploma of Financial Planning. Richard's work also focuses on developing tax-effective wealth creation strategies with his clients as well as providing self managed superannuation advice, redundancy advice, personal insurance and corporate superannuation solutions to the marketplace. He is committed to ongoing professional & technical development, which translates into a competent and personalised service covering all facets of financial planning to individual and corporate clients alike.
Richard is a motorsport enthusiast, likes an occasional game of tennis and is also a Director of the Rotary Club of Adelaide East.
General Advice Disclaimer
This article has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial advisor before making any investment decisions. Lee Virgin and Richard Lovell are an Authorised Representative of Hillross Financial Services Limited, ABN 77 003 323 055, AFS Licence No 232705.
