Financial Planning Partner Businesses

We are happy to be able to refer our clients to Alex Cook of Livingstone Wealth Management.

Our Partner businesses are an integral part of our Stewardship Approach as the Australian financial regulatory landscape involves specific licensing requirements where certain kinds of advice are provided to clients, including for structures, such as, Self-Managed Super Funds and investment products. Providence APF does not provide any financial advice. Where applicable, Providence APF acts as your personal financial liaison with all our Partner Businesses (applies only to certain Plans).

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Livingstone Wealth Management - Introduction

Livingstone Wealth Management

Financial Planners - Alex Cook -
( Chief Executive Officer )

The Providence APF team are happy to extend an invitation to our clients for an initial financial planning assessment with Alex Cook, of Livingstone Wealth Management. Subject to your consent, our unique partnership, allows for seamless sharing of data between the Providence APF team and Livingstone Wealth Management, via a secure cloud based environment that allows for live data feeds including valuations of investment portfolios and property (subject to subscription).

Financial planning is an integral part of our Stewardship Approach. It allows clients to obtain expert advice beyond the scope of our licensing, and yet integral to forming a holistic solution to reduce financial risk and utilise optimal tax structures such as Self Managed Super Funds.

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