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Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
Our personal advice fees start from $3,300 and can increase depending on complexity.
Our personal risk insurance advice starts from $440.
Link to my full pricing can be found in my Financial Services Guide
All levels of wealth investment
Incomes greater than >$100k
"Tap is fantastic. He provides energetic, enthusiastic, intelligent and strategic advice. He explains things clearly and is always accessible to deal with any question or issue. He addresses matters in a prompt and professional manner. Importantly, he keeps us focussed on our goals and has become a trusted confidante. Highly recommended!
"I feel very comfortable with Tapel organising our income protection and insurances. He is very professional, knowledgeable and up to date with what is currently happening in the market. Aside from his professional expertise, Tapel explains information to me in a very easy to understand manner without using jargon that only people in his industry would be able to understand.
He is approachable, reliable and is very efficient in dealing with any questions or enquires my husband and I may have. "
"Tapel is very approachable, friendly and knowledgeable. He is the first financial advisor that I have had contact with who seems genuinely interested in me and not just my money!. "
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
Suites 14-18, Level 3 Royal Brisbane Place17 Bowen Bridge Road, HerstonQLD 4006 Australia
"Tapel has helped with our retirement planning as well as financial planning for our children as they grew up and continues to do so for them"
"The best adviser I have encountered bar none. Highly recommend. "
"Tapel's attitude is excellent. His knowledge of the market and general professionalism are first rate. He is proactive in offering suggestions to address changing market circumstances. Have recommended him to several people and he has driven 500kms to visit me for review and will do so again in August."
"Tapel always provides prompt and excellent customer service."
"Tapel has been instrumental in helping my husband and I take ownership and control of our financial 'destiny' enabling us to enjoy the lifestyle we want but still be actively investing and ensuring our Super is growing."
"Tapel has always provided my wife and I with great advice over a number of years. He always delivers complex information in a way that is very easy to understand."
"I am very pleased with the service that Tapel has provided me and would highly recommend him for anyone looking for personal financial assistance. Mark 4306"
"We have been using Tapels services for over 5 years and value his advice. He has provided valuable information and is always available for advice. "
"We found Tapel genuinely listened to our needs. Then, together with the CFB team they compiled our profile and future financial projections. We feel secure in the knowledge CFB takes a more conservative approach to investments. Tapel answered all our questions openly and honestly."
"Tapel is both a highly respected, professional advisor and a life coach. Much of our work together starts with family and life goals and then extends to clever financial decisions to achieve these goals in the required time frame."
"My experience with Tapel as an advisor has always been positive. As a client of his for the last 14 years, I completely trust his financial advice and greatly appreciate the support he gave after my neck injury resulted in 3 months off work and an income protection claim. He really does go above and beyond to provide outstanding service when you need it most. Thankyou Tapel! "
"I am extremely happy with Tapel. He listens first to understand my requirements, explains options and mechanics in a way I understand, investigates various options to get the optimum package for my circumstances and future plans, and has proven to be an extremely wise investor on my behalf as I have had some wonderful results. The most important thing to me though is that I know I can trust him and that he is completely reliable. "
"Great guy at his profession and i have highly recomended him to other friends and family."
"Tapel's honest and upfront nature has ensured I have remained committed to my financial goals. His advice is a mainstay to my business and personal needs and his recommendations individually tailored to suit my short and long term goals. Insurance, superannuation and investments are tailored to my occupation These are reviewed frequently and adjusted to ensure I remain financially secure. It sure makes sleeping at night a whole lot easier!"
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Per quote in our video, refer KPMG research undertaken for Financial Services Council
Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
The overall rating is determined by a combination of the professional bodies Tapel Cafer is a member of and in what capacity, the licensee or company of Tapel Cafer 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 Tapel Cafer (see report card scoring)
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