Dalle Cort Financial Services
Dalle Cort Financial Services is a locally owned financial planning practice in Townsville, North Queensland.
Established in 1989, Dalle Cort Financial Services has grown to become one of Australia's leading practices for
MLC Financial Planning and the Global Wealth Management Adviser Services (a member of the National group of companies).
We pride ourselves on providing a comprehensive financial planning service to the community of Far North Queensland.
Our head office is located in Townsville's city centre, with sub-offices located in Ayr (one hour south of Townsville)
and at Austax-Townsville in Aitkenvale.
The team at Dalle Cort Financial Services are committed to helping our clients
achieve their lifestyle of choice.
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What We offer
Dalle Cort Financial Services provide:
- Financial Planning Advice - Wealth Creation, Taxation Planning, Debt Management, Estate Planning, Retirement Planning.
- Investment Services - Managed Funds, Direct Shares, Managed and Self-Managed Superannuation, Gearing.
- Insurance / Protection - Life Cover, Trauma Protection, Income Protection,
Total and Permanent Disability.
Our dedicated Risk Financial Planner works in conjunction with the Financial Planning team to ensure you receive the most appropriate risk advice.
- Lending Services - In conjunction with NAB, Dalle Cort Financial Services have launched
The Adviser Banking Centre.
All your personal and business lending requirements can be managed from the one convenient location - Dalle Cort Financial Services.
We have a dedicated, in-house NAB Personal Banker who works with our Financial Planners to ensure you receive the
most appropriate debt advice and comprehensive service.
The distinguishing feature of Dalle Cort Financial Services is the tailored personalised service provided to our clients.
We provide these services in a way which involves people in the process and builds commitment to the outcomes.
Quality advice delivered through tailor made and unique service packages.
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