Summit Financial Advisors, Newcastle, NSW
Summit Financial Advisors, Newcastle, NSW

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Financial Planning

Do you want to pay less tax?

Through financial advice and support, our team are dedicated to building long-term relationships with clients by providing:


  • Investment Advice
  • Retirement Planning
  • Superannuation
  • Redundancy and Retirement Advice
  • Portfolio Management
  • Investment and planning advice and administration services to self managed superannuation funds
  • Buying and Selling Shares
  • Personal Risk Insurance


Creating wealth with security and peace of mind is the mission at Summit Financial Advisors

 * Summit Financial Advisors Pty Limited ABN 49 612 791 651 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 ("Count").  Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001.  Count LImited is listed on the Australian Stock Exchange

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