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About


JLC Financial Planning is a leading financial services provider. Our business was established in 1974 and is based in Briar Hill, Melbourne.


Our job is to help you plan strategies that will allow you to take control of your financial future. We build close relationships with you and your family to secure each generation’s financial wellbeing. But really, our business is all about you.


At JLC Financial Planning , our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy.


We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.


We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.
 

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Business Meeting
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Any advice on this website is general in nature and does not take into account your personal circumstances, objectives and needs. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.

 

DRC Financial Services Pty Ltd ACN 613609233, trading as JLC Financial Planning is a Corporate Authorised Rrepresentative of Alliance Wealth Pty Ltd | AFSL 449221

Coroprate Authorised Representative No. 1247259

 

                  

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