Glen Boath CFP®
About Me
Glen has been providing financial advice in Darwin and across Australia since 1989. With over 35 years of providing face-to-face financial advice, Glen has the first hand experience to assist clients through life's journey, and all the up-and-downs that come with it! While providing a holistic approach to financial planning, Glen specialises in superannuation and retirement planning strategies, along with providing risk management strategies to business owners.
Glen holds a Bachelor of Business degree, with majors in finance and banking, and a Diploma of Financial Planning. He is also a Certified Financial Planner (CFP), and a practitioner member of the Financial Planning Association (FPA). As acknowledgement of the work he has done as Chairman of the FPA Northern Territory Chapter from 2004-2009, he was bestowed with the FPA Fellow Award 2010, and is only FPA Fellow in the Northern Territory.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 35 Years
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Licensed By Praescius Financial Holdings Pty Ltd