An article in the Financial Planning Association’s magazine, ‘Financial Planning’ in November lists the first graduates of the Life Risk Specialist accreditation program and outlines the benefits of the program. Summerhill’s Caroline Bell was quoted.
An article in the Australian Financial Review’s ‘Smart Money’ section in October discussed the merits of salary sacrificing super. Summerhill’s Caroline Bell was quoted.
An article in Asset magazine in September canvassed views on education for financial planners. Summerhill’s Caroline Bell was quoted.
Helping people achieve their goals is what Summerhill Financial Services does. It made sense then to support a community program with the same aim, by donating investment-product commissions.
Caroline Bell, Principal and Representative of Summerhill Financial Services, has been named in the top 50 financial planners in Australia, in the “Masterclass for Financial Planning 2007”, as voted by The Australian Financial Review Smart Investor.
