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Dru Tassell

Phone 02 4934 5916
Fax 02 4934 6916

Mr. Dru Tassell
Tassell Financial Planning
10 Karleym Court
East Maitland
New South Wales

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Dru Tassell

Tassell Financial Planning
Chapter: BNI Premium

Financial, Financial Planner

My BusinessFinancial planning including investment advice into managed funds, superannuation and life insurance advice. Tax effective investment planning and Centrelink advice to maximise Centrelink entitlements.

Ideal ReferralSmall to medium employers who wish to offer extra services to their employees.

Top ProductPersonal Risk insurances Superannuation Investment advice Account Based Pensions

Top Problem SolvedEnabling aged clients retain their Centrelink entitlements by restructuring their assets and income to meet the new reduced thresholds.

My Favorite BNI StoryI am very happy with my performance in terms of referrals given to my Chapter and the closed business they have received as well as new clients I have made from these referrals.

My Ideal Referral PartnerAccountant, solicitor, tax agent, book keeper