1300 880 863

concepts@cr.com.au

612 Warrigal Rd, Malvern East

Prepare for your appointment

Help us prepare for your appointment by completing and sending in your Goal Achievement Plan Form

Download GAP Form

Phillip Scandizzo

Financial Planner

Initial Meeting (New Clients, 15 min) Strategic Meeting (New Clients, 30 mins) Online or Telephone Meeting (15 mins) Online or Telephone Meeting (30 mins) Online or Telephone Meeting (1 hour) GAP Meeting (C&R Clients, 1 hour)

Rocky Sharma

Accountant

Online or Telephone Meeting (15 mins) Online or Telephone Meeting (30 mins) Online or Telephone Meeting (1 hour) GAP Meeting (C&R Clients, 1 hour)

Mey Chua

Accountant

Online or Telephone Meeting (15 mins) Online or Telephone Meeting (30 mins) Online or Telephone Meeting (1 hour) GAP Meeting (C&R Clients, 1 hour)

Jesslyn Chhua

Accountant

Online or Telephone Meeting (15 mins) Online or Telephone Meeting (30 mins) Online or Telephone Meeting (1 hour) GAP Meeting (C&R Clients, 1 hour)

Note: 
If you would like to meet with Phillip face to face in our office, please give us a call to schedule an appointment as hours may vary.
Billing for consultation will be charged according to length of meting. A minimum consultation fee of 15 minutes will apply. Hourly rate of $350.

*Pricing to be discussed end of meeting if services proceeded with*