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AJ Financial Planning

AJ Financial Planning is a boutique financial planning practice located in Prahran (Melbourne). With clients Australia-wide, they service with an engaging one-on-one approach to build that personal relationship. With their own AFSL, they offer a unique blend of direct asset investments in both the local and international markets to ensure the portfolios and strategies developed are robust and built on sound and thoughtful advice.

How we work together

AJ Financial Planning are a Sharesight Professional gold partner that leverages Sharesight to provide award-winning portfolio reporting to their clients.