Contact Us

If you have any questions, or would like to arrange a cost free appointment with one of our advisers you can contact our office on (02) 9258 7500.

Generally we hold appointments during business hours at our offices located at Circular Quay, however we understand that there are people for whom this is not convenient. Please feel free to enquire about possible alternatives for meeting arrangements at the time of making your appointment.

Our contact details are as follows:

Telephone:
61 (02) 9258 7500
Facsimile:
61 (02) 9252 9766
Street Address:
Level 34
60 Margaret Street
Sydney, NSW. 2000
Postal Address:
PO Box R866
Royal Exchange, NSW. 1225

Email:

Carly Tonkinson
  • A positive pension change with a cash rate twist

    Later this month around 630,000 Australians currently qualifying for a partial age pension will receive a welcome fortnightly payments boost.

  • Shares to remain volatile as trade war heats up

    Shane Oliver - Investors should expect more sharemarket volatility over the next year as the trade war between the US and China ratchets up, according to AMP Capital.

  • NALI, LRBA measures pass Parliament

    The government’s further restrictions to non-arm’s length income and LRBAs have passed Parliament, meaning SMSF trustees approaching retirement with an outstanding loan on a property will need to consider their options when planning contribution strategies for the 2020 financial year.

  • Interest rising in SMSF set-up

    Interest in setting up an SMSF among those in APRA-regulated super funds is on the increase, while the average balance and age of new SMSF trustees have declined, according to Investment Trends data.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.