Financial Advice

We offer specialised advice from our Kempsey and Lismore offices across a variety of areas which enables clients to establish, maintain and enjoy their full financial potential.  Our Advisers are knowledgeable, experienced and passionate in the following areas:

 

Retirement and Financial Planning, Investment Planning, Superannuation, Money Management, Self-Managed Superannuation Funds, Wealth Protection, Insurances and Insurance Claims, Corporate Suprannuation, Estate Planning, Debt Structuring and Margin Lending.

 

DFM Financial Group can help all Australians achieve their personal financial goals – from the simple to the complex, with innovative tools that make the process easier for you.  Planning your financial future empowers you to define and set goals and map out a path to reach them.  It also helps you protect your progress along the way.

 

Use the map markers below to view contact details.

Looking for Coffs Harbour or Burleigh Heads office?

DFM Financial Group Kempsey

Suite 5, 44 Forth St,
Kempsey NSW 2440

Phone: 02 6562 4415

DFM Financial Group Lismore

7 Carrington St,
Lismore NSW 2480

Phone: 02 6622 7033

DFM Financial Group logo in full colour

Coffs Harbour Head Office

182 Pacific Highway,
Coffs Harbour NSW 2450

PO BOX 1564,
Coffs Harbour NSW 2450

Phone: 02 6652 6977

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Duncan Financial Advisers Pty Ltd, trading as DFM Financial Group ABN 21 003 873 210, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence No. 232706 and Australian Credit Licence 232706.

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Accredited by AMP Financial Planning AMP