Financial services; investment advice and management; managed investment schemes; financial planning; financial management; superannuation and tax planning; wealth management, cash and fixed interest services including bank accounts; retirement and pre-retirement planning; negative gearing and debt reduction strategies; managed funds; allocated pensions; estate planning; redundancy and roll-over advice; portfolio administration, management and reporting; life and income protection insurance advice; property trusts; funds management; asset management; financial services involving company research