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Logo Beside Name with Sky Summit Financial

Our Services

We provide the full range of financial planning services to all of our clients. Our expert team has an extensive range of technical expertise and practical experience that we are ready to share with you.

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Click on the icons below to learn more about each service, or contact us and we can guide you in the right direction.

Centrelink
Estate Planning
Financial Planning
Investing
Retirement
Risk Insurance
Self-Managed Super Funds
Share Portfolios
Superannuation
Tax Planning
Aged Care

Book an appointment

Want to discuss any of the above areas? Fill in this form and we'll contact you to arrange a meeting.

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Acknowledgment of Country

We acknowledge the Dakinjung People who are the traditional custodians of the land in which we work, and we pay our respects to their Elders - past, present and emerging.

Licence Details

Sky Summit Pty Ltd is a corporate authorised representative (325483) of Ethical Investment Advisers Pty Ltd (AFSL 276544).

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

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