September 15, 2020 by Barbara Drury Leave a Comment. SAA Management Pty Ltd (ABN 77 634 086 374) trading as Superannuation Advice Australia is a Corporate Authorised Representative of Global Pacific Solutions Group Pty Ltd (ABN 83 631 161 405) operating under Australian Financial Services Licence Number 514164. That's so lovely to hear Mards, we'll pass along the kind words to Ben. He serves on the Board of Directors of Superannuation Advice Australia and is a Practitioner Member of the Association of Financial Advisers as well as a Registered Tax (Financial) Adviser with the Australian Tax Practitioners Board. Our licensed Financial Advisers are committed to providing exceptional customer service and exceeding expectations for our clients. With everything happening with Covid-19, should I bother doing a review? – 1270974 Qualifications – Diploma of Financial Planning (RG146) After 15 years of experience within the business and marketing sector, Dominic made the decision to transition into Financial Planning. Lonsec joined our Investment Committee to help us deliver better outcomes for our clients. General Advice Warning: The information provided in this website is general information only, and does NOT take into account your objectives, financial situation and needs. You’ll never know unless you ask and one simple step stands between you and the answer…. We’re here to maximise your assets, minimise your outgoings and consolidate your finances into one easy to track, easy to manage plan. Superannuation Advice Australia Pty Ltd (ABN 45 636 152 924) is a Corporate Authorised Representative of AAN Wealth Management Pty Ltd (ABN 26 634 944 399) operating under Australian Financial Services Licence Number 517548. On our positive impact mission, we identified we have the power to touch the lives of those far beyond our clients. It’s also a good time to make sure you are in the best position to take advantage when the stock market recovers. We’re proud of our partnership with Lonsec Investment Solutions, Australia’s Number One Investment Research Company. Most people know good financial advice can help them, but many question whether it’s really worth the money. Her genuine warmth and exceptional knowledge is what…, Authorised Representative No. Superannuation Advice Australia © 2019. Many Aussies have watched in disbelief as their superannuation balance plummeted due to the economic impacts of Coronavirus. Financial coaching: What is it and why may you need it? We’re a team of dedicated, like-minded professionals with one united vision; to engage in value-adding interactions that improve the financial futures of as many Australians as possible. With numbers of financial advisors falling and the increasing cost of advice, where does that leave us? – 0314767 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, BA Christian has been delivering quality financial advice since 2009 after starting work in his father’s wealth firm three years earlier. – 462001 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Business (Marketing, Management & Entrepreneurship) Shannon is a highly driven adviser who has been providing specialised financial advice to a wide range of Australians for…, Authorised Representative No. General Advice Warning: The information provided in this website is general information only, and does NOT take into account your objectives, financial situation and needs. Practicing…, Noel is a highly qualified professional with over 15 years combined experience in Financial Planning, Contract Management and Estate Planning, with 8 years as an Authorised Financial Adviser. Could you have a share in Australia’s $17.5 billion lost and unclaimed super? Fantastic Service. She finds her work most…, Authorised Representative No. Do I have to spend money to find out what your advice would be? – 1270730 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Business With over 10 years’ experience working in Customer Service roles, Larissa loves building relationships with clients. Its aim is to help keep us financially secure when we move into a post-work lifestyle and has been a crucial part of Australian lives for more than 100 years. SuperGuide is Australia’s leading superannuation and retirement planning website. The purpose of the review is to give you the information you need to make better financial decisions for your future. Superannuation Advice Australia (Financial Planning Service): 4.8 out of 5 stars from 421 genuine reviews on Australia's largest opinion site ProductReview.com.au. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. We achieve this by providing efficient and secure access to professional financial planning and retirement advice. Financial advice: What are the risks and benefits? – 1268295 Qualifications – Diploma of Financial Services Isaac takes pride in supporting Australians to maximise their retirement plans through effective and goal-orientated financial advice. Superannuation Advice Australia is proud to hold over 300 Five Star reviews. Compulsory employer contributions are regulated via the Superannuation Guarantee (Administration) Act 1992 Yet free advice does exist if you know where to look. Laid out my options, explained the benefits and then got everything organised for me in a matter of days. Many Aussies don’t realise they could be paying multiple fees or insurances across multiple super accounts. It’s important to know whether any financial advice you receive is independent or not. Superannuation Advice Australia provide financial advice to everyday Australians and are proud members of the Association of Financial Advisers, the oldest association representing Financial Advisers and their clients in Australia, established in 1946. Set out below are all SuperGuide articles that relate to Financial advice. – 1266986 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Laws, Bachelor of Science (Psychology) Marcus is passionate about helping Australians live their best lives, helping them to prepare for a prosperous and financially…, Authorised Representative No. Another mint site by. Showed me what could be done better and what difference that would make in dollar terms. Independent financial advice can be broadly defined as advice that is impartial or unbiased. Could you be frittering away valuable retirement dollars? Amee and Larissa were extremely professional and couldn't speak highly enough of their knowledge and friendly service. A testament to our excellent service, we’re leading the way in boosting the retirement savings of thousands of hard working Aussies. December 5, 2019 by Barbara Drury Leave a Comment. Noel is a highly qualified professional with over 15 years combined experience in Financial Planning, Contract Management and Estate Planning, with 8 years as an Authorised Financial Adviser. Peter has been a legal practitioner since 1995 and has been a partner of law practices in Brisbane, Melbourne and regional Queensland. We’re a team of dedicated, like-minded professionals with one united vision; to engage in value-adding interactions that improve the financial futures of as many Australians as possible. Our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. Over 60,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. A person or organisation providing financial advice in Australia must hold an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC), or they must be the authorised representative of a licence holder. Very helpful Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. The Superannuation Advice team specialises in providing advice on your First State Super account, over the phone at a time that is convenient for you. SAA Management Pty Ltd (ABN 77 634 086 374) trading as Superannuation Advice Australia is a Corporate Authorised Representative of Global Pacific Solutions Group Pty Ltd (ABN 83 631 161 405) operating under Australian Financial Services Licence Number 514164. work on behalf a specific financial organisation and are therefore limited to recommending that organisation’s products or services. Government super contributions. We can answer general questions about super and help you make decisions about your account. Went through my current financial setup and worked out what I was tracking for. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Superannuation Advice Australia © 2020. But not all advisers are the same. Thank you very much. If you are planning on contributing more than $25,000 to your super (including employer contributions), seek advice from a suitably qualified professional. Best decision I have made for my future. We’re here to maximise your assets, minimise your outgoings and consolidate your finances into one easy to track, easy to manage plan. Financial advice provided by super funds to their members is “generally appropriate’’ but could be better. Our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. At Superannuation Advice Australia our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. Superannuation Advice Australia Pty Ltd (ABN 45 636 152 924) is a Corporate Authorised Representative of AAN Wealth Management Pty Ltd (ABN 26 634 944 399) operating under Australian Financial Services Licence Number 517548. – 1270801 Qualifications – Bachelor of Commerce (Accounting Major and Taxation Minor) and Diploma of Financial Planning Growing up Cameron has always been an advocate for the disadvantaged and found great accomplishment in reaching out to…, Qualifications – Advanced Diploma of Financial Planning John Pearson has been in the Financial Services Industry for almost 18 years and has provided advice in the areas of superannuation, investment, personal insurance, estate planning and aged care. Advisers are legally required to provide you with a financial services guide that will let you know this information. Whether you’re considering retirement or planning for a family, it’s always a good time to start achieving your financial goals. I would recommend this service and commend Keegan for his professional and patient demeanour. Practicing…. Lonsec joined our Investment Committee to help us deliver better outcomes for our clients. Saa always helping me to be financially health both now and in my future. Another mint site by. Financial advisers have a legal obligation to act in the best interests of their clients. Superannuation Advice Australia are committed to having a positive impact on the lives of our clients and the community as a whole. Making sure our customers feel comfortable and happy with their Super decisions is what makes us feel good! October 3, 2019 by Julie Hamilton Leave a Comment. Superannuation and retirement planning information, Home / Plan your retirement / Financial advice. Working closely with Australia’s number 1 Research House helps us make better-informed investment decisions and provides our client’s with peace of mind. He serves on the Board of Directors of Superannuation Advice Australia…. Simple super advice. The best part? Examples of financial advice that is not independent includes that provided by advisers who: For more information on obtaining financial advice, see the following SuperGuide articles.

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