Clinton Pentland CFP®

Tasmanian Wealth Management Pty Ltd 03 6331... Contact

About Me

Clinton Pentland is a director of Tasmanian Wealth Management and has had a passion for investment markets, property and small business from a very young age. Before providing advice to you he will firstly gather a solid understanding of your current situation, listen and understand what your future financial and lifestyle goals are and then develop personalised financial strategies to help you achieve these goals. He will ensure you understand exactly what is being recommended and will explain things in a clear and easy to understand way. Clinton will provide tailored advice during your working years to help you create and build your wealth using smart and easy to understand tax effective strategies. He will tailor all financial strategies and portfolio decisions as you move closer to the pre-retirement then retirement phase to ensure the advice and plan remains appropriate and relevant as your circumstances and situation changes. Clinton has been in the financial planning sector since 2004 and has been a Certified Financial Planner (CFP®) and FPA member since 2006.Areas of expertise;Clinton Pentland specialises in;• Retirement Planning• Superannuation (including SMSF)• Centrelink Advice• Wealth Creation Strategies (including Transition to Retirement Strategies)• Insurance Advice• Share Portfolios and Investment Advice

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Hillross Financial Services Limited
CERTIFIED FINANCIAL PLANNER®