Welcome to Glennen Financial Planning

Important Documents

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Welcome

Because we know your time is precious we’ve prepared just two ‘quick-and-easy’ questionnaires:

  • The first one is a ‘5-Minute Financial Health Check’ to determine your financial priorities.
  • The second one is our ‘About You Questionnaire'. This will take no more than 15 minutes.

It will enable you to provide key information and explain your current financial position.

By the way, you should also read the Financial Services Guide as it contains important information about us and our business.

Paul Glennen

Glennen Financial Planning
50 Heygarth Street
Echuca Vic 3564

Phone: (03) 5480 0300
Mobile: 0417 157 606
Email: paul@glennenfinancialplanning.com.au
Web:  www.glennenfinancialplanning.com.au