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MARK LEMS
Kothes Financial Planning
 We are a fee-for-service provider. We offer 'plain english' advice. We believe that all investors should have investments appropriate with their ethical beliefs. We view financial planning as both an advisory and educational service, empowering the investor. The clients' circumstances, objectives, risk profile and preferences provide the basis for our recommendations. We offer advice and support for both direct equities and unlisted trusts, investments, superannuation and retirement planning.
CERTIFICATION DETAILS
Certified by RIAA since: 2009
Dealer Group: Bridges Financial Services
Fees and charges structure: Fees for service
Qualifications:
- Diploma Financial Planning
Financial Adviser since: 1997
Offering responsible investment advice since: 2000
What responsible investment services do you offer?
- Investments
- Direct Shares
- Loan & Mortage Advice
- Risk Management
- Insurance
Which responsible investment products do you provide advice on?
- Hunter Hall Global Ethical Trust
- Perpetual Wholesale SRI Fund
CONTACT DETAILS
Mark Lems
Kothes Financial Planning
106 Auckland Street, Bega NSW 2550
Phone: 02 6491 6421
Email: mark.lems@bridgesweb.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Mark Lems. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or superannuation fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: December 2009
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