Joel Edelman

Principal Edge Financial Services

Platinum
12 Yrs Experience
Double Bay, NSW 2028

We provide goals based Financial planning to help our clients make informed decisions.

Our ongoing review process allows us to partner with our clients through their life's transitions.

Having a flat fee for service model enables our clients to engage at different stages of their wealth building or wealth management journey.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Having a flat fee for service model enables our clients to engage at different stages of their wealth building or wealth management journey.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 67
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Principal Edge Financial Services

Pallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Principal Edge Financial Services

AFSL 225029