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Get a custom proposalMaking financial planning accessible to Australia
Summit Financial Planning provides specialist financial planning services that accountants, mortgage brokers, buyers agents, and property professionals refer their clients to with confidence. Based in Cremorne, Melbourne, we work collaboratively with professional service firms across Australia to deliver coordinated client outcomes in SMSF establishment and management, tax minimisation strategies, superannuation optimisation, debt recycling, transition to retirement planning, and estate structuring.
Our licensed financial advisers integrate seamlessly with referral partners' existing client relationships — ensuring clear communication, compliant advice, and strategies that complement the work already being done by the broader advisory team.
Summit Financial Planning Pty Ltd (ABN 28 856 289 615) is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892).
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Min project size
$5,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Locations
Cremorne, Australia
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Year founded
Founded 2025
1 Locations
- Cremorne , Australia
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