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 Tapel Cafer

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17 Bowen Bridge Road Suites 14-18, Level 3 Royal Brisbane Place
Herston
QLD
4006
AU

Overview CONTACT THE ADVISER

img Tapel Cafer

total Reviews

16

Experience

15yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Complete Financial Balance Pty Ltd

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:

Arthur J. Gallagher & Co
Expertise
Building Super
Insurance & Protection
Managing Debt
Centrelink Benefits
Household Budgeting
Preparing for Retirement
Self Managed Super Funds
Estate Planning
Savings & Investments
Tax Effective Strategies
Small Business Advice
Eco Friendly Investments
Socially Responsible Investments
Margin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $3,300
  • Ongoing Advice starting from $1,250

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

Latest Customer Reviews (3 of 16 total)See all

"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. "

megan, 35-45 18 Mar 2017

"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!. "

Anna , 46-55 17 Feb 2017

"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"

Peter, 65+ 8 Feb 2017

History & QualificationsCONTACT THE ADVISER

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

Location & ContactCONTACT THE ADVISER

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suites 14-18, Level 3 Royal Brisbane Place
17 Bowen Bridge Road, Herston
QLD 4006 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer ReviewsCONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 16 Total Reviews
megan, 35-4518 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Anna , 46-5517 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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!. "

Peter, 65+08 Feb 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"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"

Gus, 35-4528 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The best adviser I have encountered bar none. Highly recommend. "

Brent, 65+30 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Jenny, 46-5527 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tapel always provides prompt and excellent customer service."

Liz, 35-4521 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Jay, Under 3521 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Mark, 46-5521 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

Steve and Julie, 56-6521 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Geraldine, 56-6506 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Jason, 35-4517 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Sarah, Under 3515 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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! "

Sallie, 46-5515 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

tyler , 35-4513 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great guy at his profession and i have highly recomended him to other friends and family."

Chris, 35-4509 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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!"

1
       

Vouch for & Skills RankingCONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

GALLAGHER BENEFIT SERVICES PTY LTD
MYONLINEADVISERS PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
12
Customers

#1
Insurance Protection
STRENGTH
12
Customers

#2
Savings Investment
STRENGTH
10
Customers

#3
Tax Effective Strategies
STRENGTH
8
Customers

#4
Preparing For Retirement
STRENGTH
7
Customers

#5
Managing Debt
STRENGTH
5
Customers

x

Overall rating

90%

Tapel Cafer

Company: Complete Financial Balance Pty Ltd

Download detailed report card


How is this calculated?

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)

Qualifications: 75%

Compliance: 93%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%