Wine Country Wealth is a business sponsor of Cessnock Rotary Club Inc which helps us to maintain our internet presence.

Wine Country Wealth Pty Ltd
AMP Financial Planning Pty Limited
ABN 89 051 327 AFS Licence No 232706

Authorised Representatives
Graham Lidbury - Authorised Representative No. 248624
Graham has been a financial planner since 1978.

Paul Atkin - Authorised representative No. 283887
Paul has been in the financial services industry since 1985 and a financial planner since 2005. He is a Certified Financial Planner and a member of the Financial Planning Association of Australia.

16 Cumberland Street
CESSNOCK NSW 2325
T: 02 4990 7333
F: 02 4990 7382
E: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
W: www.winecountrywealth.amp.com.au

The types of advice and services we provide are as follows:

ADVICE
We can provide you with advice such as:
- Investment planning
- Budget and debt management
- Salary packaging
- Retirement planning
- Personal insurance and risk management
- Estate planning
- Personal and employer superannuation
- Deposits and lending
- Centrelink benefits
We also offer ongoing advice and services, including regular portfolio reviews.

PRODUCTS & SERVICES
Following our advice, or if you do not need our advice service, we can arrange for transactions on the following kinds of products and services:
- Superannuation, including retirement savings accounts
- Income stream products (for example, pensions and annuities)
- Life risk insurance and other wealth protection products (for example, income protection and trauma)
- Managed investments including investor directed portfolio services
- Securities (for example, shares and debentures).