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Paul Giordano

 Paul Giordano

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55 Norton Street Level 1, Suite 102
Leichhardt
NSW
2040
AU

Overview CONTACT THE ADVISER

Paul Giordano Paul Giordano

total Reviews

21

Experience

8yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Hi,

Thank you for taking the time to view my profile. It would be my pleasure to discuss how I can help you based on your personal circumstances, goals and objectives. Please feel free to give me a call if you would like more information. Below is a little information to help you get to know me, our business and who we strive to be for you.

ABOUT ME

Each individual or family has specific needs and goals that range from simple and limited to highly complex, all of which are as important as each other.

I work closely with you to understand, help identify and quantify those individual needs and goals, build a relationship and develop a unique and tailored plan to achieve your stated goals.

This may be as simple as one off strategic advice or it may involve complex advice and ongoing management. Where required, ongoing review of your progress is key to hitting each milestone identified in the plan, again we assist you in managing this process. There is no one size fits all model here, unlike the commoditised relationships of the larger firms.

We use market leading tools that we have at our disposal to ensure that your plan is executed with efficiency and great clarity.

The final result is that you and/or your family are able to make more confident decisions with your money and spend your time doing the things you love.

OUR MISSION

To lead passionate and motivated people to financial success by growing, managing and protecting their wealth and business whilst simplifying their financial life so they have the confidence to spend their time doing what they love.

OUR BRAND STORY

We are a team of experienced financial experts, who come together to provide our clients essential and specialised wealth creation, protection and management services.

We invest our time in you to truly understand what you want from life and we seek to build lasting relationships based on respect, trust and a deep understanding of your situation so we can give valued, impartial guidance to help you achieve your goals.

What is in vogue today will be different tomorrow and so in a world of change and complexity, our team of trusted advisors will help you navigate your path to financial success and security while continually developing ways to simplify your financial life.

Our interests are transparently aligned with yours and we are free from the influence of the big banks and institutions. We tailor our dynamic services to you so the advice you receive is personalised, uncompromised and fearless.

Company:

Vogue Financial
Vogue Financial

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Madison
Madison
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $1,000
  • Ongoing Advice starting from $1,000
  • I charge asset based fees ranging from 0.30% to 0.30%

1. Your first consultation is FREE 2. We then provide you with a Strategy or Proposal document outlining the value we can add to you, based on your personal circumstances, goals and objectives 3. We accompany the proposal with a terms of Engagement which details the professional service fee that we will charge you for the advice that we propose. The minimum fee is $1,100 incl. GST. 4. When you proceed at this stage we prepare the advice. If an ongoing service package is required to regularly review your plan or situation, we will also recommend one of our ongoing service packages that are relevant to you. The minimum ongoing service package fee is $1,100 incl.GST 5. If we are managing and providing advice on a portfolio of investments for you, we also charge a very small asset management fee of 0.30% of the funds under our advice.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 21 total)See all

"Skip"

John, 56-65 12 Dec 2017

"Paul has been my adviser for quite a number of years, and I have found him to be very easy to talk to about any concerns that I may have regarding my Self Managed Super Fund. I trust him completely with his advice, and with his investing my monies. In the past, I have had some complex issues, and Paul had helped and guided me through those issues. Paul is very friendly, knowledgeable and an excellent adviser, and is highly recommended. "

Michael, 65+ 7 Dec 2017

"Paul has been our adviser for quite a few years now. He has guided us very gently and with great success over those years. As we were just bricks and mortar investors, he has convinced us to diversify, which has turned out very well for us. "

Phillip, 56-65 5 Dec 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 8 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1, Suite 102
55 Norton Street, Leichhardt
NSW 2040 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Other address

Level 2
285 George Street, Sydney
NSW 2000 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 21 Total Reviews
John, 56-6512 Dec 2017
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Skip"

Michael, 65+07 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has been my adviser for quite a number of years, and I have found him to be very easy to talk to about any concerns that I may have regarding my Self Managed Super Fund. I trust him completely with his advice, and with his investing my monies. In the past, I have had some complex issues, and Paul had helped and guided me through those issues. Paul is very friendly, knowledgeable and an excellent adviser, and is highly recommended. "

Phillip, 56-6505 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has been our adviser for quite a few years now. He has guided us very gently and with great success over those years. As we were just bricks and mortar investors, he has convinced us to diversify, which has turned out very well for us. "

Prudence, 65+05 Dec 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Paul is very communicative and friendly. We trust him with our money!!"

Lucy, 65+05 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Paul friendly helpful and easy to relate to He patiently explain any investment/ tax advice he proposed"

Alun, 65+29 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Best adviser we’ve ever had. Dependable, helpful and successful for us."

Deb, 56-6529 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul helped us set up our SMSF and it has grown steadily with his advice. He is knowledgeable and explains things clearly and in detail."

Elle, 35-4529 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Our experience has been very positive. Paul has been highly professional and the communication has been fantastic. We always feel well taken care of after our interactions with Paul, he always makes time for us and demonstrates a high level of professionalism and understanding of our needs. We have recommended Paul to many of our family and friends and will continue to do so. "

Emily, 65+05 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has helped me with my self-managed super fund for over 6 years now, they have provided me strategic advice as well as valuable investment advice that has yielded excellent results. I am so happy that I have him to help me. I did not have an in-depth knowledge about investments or superannuation, Paul always takes the extra time to thoroughly explain complex terms in an easy to understand fashion, this makes me feel very confident in the decisions I make and I trust them to guide my financial future. Thank you Paul."

Dominic , 46-5531 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It was such a pleasure working with Paul Giordano & his team, Paul had the answers to all our questions & made everything crystal clear & painless for us, It was very refreshing to deal with someone that oozes professionalism, knowledge & a passion for what he does whilst still keeping it on a human to human level.. I look forward to my next meeting and would absolutely take great pleasure in recommending Paul & his team to my friends or family to which I have already done so."

Lee, 46-5530 Mar 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"I appreciate Paul's considered, long-term approach to wealth management. A pleasant contrast to the volatile results I've seen previously with advisors searching for the 'big win'."

Greg, 56-6529 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have worked with Paul for a number of years. Through the various professional tools at his disposal and an understanding of the many investment options he has been a great assitance in structuring the investments within our Self Managed Super Fund. "

Marilena, 46-5511 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul, Thank you for all your assistance and helping me through each step. I cannot thank you enough for making this process as easy as possible. I was made to feel comfortable and truly appreciate how professional and trust worthy you have been throughout this process. You have been a real pleasure to deal with and will recommend your services whole-heartedly. Kind Regards Marilyn"

Martyn, 56-6515 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with Paul's services to us."

Francisco , 35-4511 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has become one of my closest friends and I can't think of any other better outcome from our initial business relationship. Paul has always been there through the ups and downs & always goes to extremes to ensure the best outcome for me and my family. These are heartfelt comments, that should go a long way to recommend Paul's financial services experitise. I'd happily give more feedback to anyone directly if they ever need it. Kind Regards Francisco Cordero"

Curtis, Under 3527 May 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Paul is enthusiastic and professional, he took time to understand our current situation and goals. He is genuine and made an effort to get know us personally to provide the appropriate advice for our needs. Results achieved so far (~18months) have been above our expectations, especially considering recent market movements."

Shira, 46-5526 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We know we can always rely on Paul. We feel comfortable asking him for advice, and he always comes back with a well thought out and reasoned answer. He is a true professional - very competent and informed."

Don, 56-6516 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has been very effective in putting our financial future in a sound and effective package. He is always available to handle any questions or needs that crop up in these turbulent financial times. We are grateful for the care and personal interaction he and Allana provide. Don and Chris 2820"

Joe, Under 3513 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have had the pleasure of dealing with Paul for many years and have found his knowledge of the industry and advice towards my circumstances outstanding. I rest easy knowing my financial affairs are administered by Paul and would have no hesitation in recommending him to anyone seeking quality financial advice. "

Mauricio, Under 3505 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been working with Paul for 3 years now, and his service and expertise are exceptional. Paul has guided me through various superannuation and insurance options and decisions, helping me understand what is available and what is relevant to my personal situation. I feel very comfortable knowing I have Paul's trusted guidance."

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

Madison Financial Group Pty Ltd

Top 5 Skills (as rated by customers)


#1
Self Managed Super Funds
STRENGTH
17
Customers

#2
Building Super
STRENGTH
11
Customers

#3
Savings Investment
STRENGTH
9
Customers

#4
Insurance Protection
STRENGTH
7
Customers

#4
Preparing For Retirement
STRENGTH
7
Customers

#5
Tax Effective Strategies
STRENGTH
4
Customers

x

Overall rating

100%

Paul Giordano

Company: Vogue Financial

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Paul Giordano is a member of and in what capacity, the licensee or company of Paul Giordano and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Paul Giordano (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%