Our team at Building Blocks Financial Planning


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David-Purain
Financial Adviser

David Purain

Authorised Representative No: 431782

"I love being a financial adviser because it gives me a chance to play a significant role in people's lives, helping them get from where they are now to where they'd like to be. I like helping to cut through the complexity, providing a high level of certainty, giving clients the confidence that they can achieve their goals regardless of what happens in the world."

Charmaine La Rocca
Financial Planning Administrator

Charmaine La Rocca

"I believe in financial planning, but I know how much work is involved in putting an effective financial plan in place. As soon as a plan is decided on, I kick into action to organise everything and chase suppliers to get it happening quickly. I love that our clients can relax, knowing we've got it all in hand" 

Melissa McDougall
Paraplanner

Melissa McDougall

"It's important that our clients understand the steps they are taking with their financial plan to achieve their goals. I love putting our plans and presentations together in a way that clients can understand and refer to throughout the process. Financial advice doesn't have to be complicated!"

Edward Borg
Owner Manager

Edward Borg

"I love investing in property and the freedom it can bring to finance. Putting your money to work now, whether you earn a little or a lot, makes a huge difference to how you live later on and if you can afford to do what you want. All Australians should have access to easy to understand financial advice to help them get there." 

Our Pricing Structure

Every Aussie should have access to advice they can trust.

We believe that every Australian has the right to quality financial advice they can trust. But many Aussies avoid getting great financial advice because they’re worried about how much it costs. That’s why we have cost effective, transparent pricing so you always know exactly what to expect.

We'll talk you through the costs of advice before you move forward, so you know exactly what you are investing in your financial future.

Take the first step to building your financial future.

The first step is to book your complimentary appointment with our financial adviser, David and our team at Building Blocks Financial Planning.

Even if you’re unsure, we can take you through the benefits of financial advice in the context of your individual circumstances.

Request your free appointment

Let’s build your financial future – together.

Book your free appointment with us to see if Building Blocks Financial Planning is the right team to support you and your financial goals.

Edpat Financial Services Pty Ltd ABN 47 162 281 478 trading as Building Blocks Financial Planning Corporate Authorised Representative No. 438088 Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221 www.centrepointalliance.com.au/fsg/aw

Disclaimer:
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.