Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Darryl John Jopling
Director and Financial Planner
Darryl began his career in the Financial Services Industry in 1982 and for 16 years held a variety of roles with one of the major banks. Darryl became a financial planner in 2000 having attained his Diploma of Financial Planning.
In 2003, he became a Certified Financial Planner™ professional, an internationally recognised educational standard and is committed to helping his clients build and protect their wealth
Darryl John Jopling is an authorised representative (298494) of Dover Financial Advisers Pty Ltd (AFSL 307248).