NEXT Financial Planning | Next Accounting

NEXT Financial Planning

Brent and Wayne have long recognised the important role financial planning can play in people’s lives.

We map out  business strategies every day that help our clients achieve their financial goals. There is a natural overlap of advice between the business advisor.

To this end we have always worked hand in hand with a number of financial planners to the benefit of our mutual clients.

A number of law changes have been made in an attempt to provide everyone clarity about who can do what.

One of the key changes was that accountants (unless they are appropriately licenced) are unable to advise clients whether they should establish a self-managed superannuation fund.

There are others but this was the catalyst for Next Accounting to consider its position in this space.

Our options included getting ourselves licenced by undertaking the appropriate study. The problem with this strategy was the time it takes away from our accounting business.

We therefore decided to establish a separate financial planning business as a joint venture with Dan Allman and Kim Evetts – respected local financial planners and directors of Evetts & Allman.

Next Financial Planning Pty Ltd is licenced by Financial Wisdom with Dan Allman providing the advice as needed.

We are looking to provide opportunity for any client to seek some guidance when needed. You can met with Dan at no cost or obligation to learn how he can help you achieve your goals.

Dan Allman has been in the financial services industry since 1996 when he kicked off his career with the ANZ Banking Group. He continued to build a strong pathway in the banking sector as a Private Banker, maintaining expert knowledge of clients’ financial requirements and delivering appropriate strategies, products and services. It is this background, coupled with his accountancy and financial planning qualifications, that provides Dan with an unparalleled insight into how each area impacts the others when planning for his clients.

Dan Allman

Dan is highly results orientated, and is a skilled analyst with a broad-based understanding of financial needs at all levels of business, including evaluating and communicating financial data.

Dan’s approach to financial planning is to provide a tailored, holistic approach to his clients needs, ensuring they lay a strong financial foundation to their wealth creation as early as possible. He believes in equipping his clients with sufficient information to make fully informed decisions regarding investing across all asset classes, and he acts as a continual reference point for ongoing queries.

Important information
The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
Financial Wisdom Security and Privacy
As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group’s Privacy Policy.
Next Financial Planning Pty Ltd ABN 34 611 115 747 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

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