About EDC

EDC Wealth Management is a specialised financial planning firm established in 2001 to provide comprehensive financial advice to private clients. EDC is privately owned by  three principals and directors Michael Tobin, Bret Ambrose and Paul Goggins, all of which are qualified Certified Financial Planners (CFP).

EDC Wealth Management is a corporate authorised representative of Australian Financial Services (AESI No.259586). Collectively, EDC has over half a century of experience providing financial advice and planning services to individuals and families.

We believe a key to financial success is keeping our clients well informed of their strategy’s progress, and continually assisting them to make smart financial choices.

As a minimum service, we meet with clients annually to review and optimise their overall financial position, with services ranging from cash and debt management, through to superannuation and wealth protection. We aim to provide our clients with greater financial certainty.
 
We believe it is important to keep in regular contact with clients. Through regular reviews we ensure clients have all the information they need to reach their personal and financial goals.

EDC Wealth Management can help provide you with a solution whatever your lifestyle goals may be. To gauge our services, we invite you to invest an hour and a half of your time in an obligation free initial appointment.