Our Team

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Our Team

An intro for the team at Surch Financial Group.

Angela Surch

CEO, Founder

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Edward Belfort

CEO, Founder

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Edward Belfort

CEO, Founder

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Get in Touch

Call 0439752442

Mailing Address

Po Box 6330 Mooloolah Valley Qld 4553

Operating Hours

9am to 5pm Monday to Friday by appointment only

Angela Surch, Authorised Representative No. 327236 and Surch Financial Group Pty Ltd ABN 47 926 483 604, Corporate Authorised Representative (No. 1275571) are Authorised Representatives of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221 www.centrepointalliance.com.au/fsg/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Angela Surch

Director

Angela from Surch Financial Group offers expert guidance and tailored strategies aimed at protecting your future lifestyle. You can prepare yourself from the unexpected, turning financial worries and hardship into carefully considered solutions to provide you with peace of mind when you need it most.

Angela will work with you to build a solid foundation for your future, protect your income and assets, create wealth, or plan for retirement. Let us determine what’s important to you and help to structure your assets so your financial freedom is secured.

She has been helping people achieve their financial goals since 2008 as a Financial Adviser and Paraplanner. Her passion is to help individuals, couples and business owners identify goals and achieve successful outcomes. This has seen her clients make informed decisions when investing in their future, whether it be growing and protecting their wealth or as they transition into retirement.

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Director

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