Derwood Magill

Crofts Financial Services

Platinum
11 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Crofts Financial Services

Level 10, 50 Berry St
North Sydney, NSW 2060

Opening hours

  • 7:00am – 7:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 39
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Initial advice fees and preparation of an advice document are based on the complexity of the advice provided. Ongoing advice fees are based on the complexity of strategies, the expected level of service required, as well as the value we can add.

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.60
39 Reviews
5
4
3
2
1
4.70
Clear communication
4.35
Knowledge & expertise
4.90
Customer care
4.45
Likely to recommend
Showing reviews 1—10 of 39

Sort by

5.00

"Derwood became my financial adviser when Australian Unity bought out Bridgeport, my previous advisers. He has handled the takeover very well and has ensured that I understand the procedures. I have great confidence that Derwood is acting very well on my behalf, and I enjoy our talks."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Always given good advice and gives me confidence in my super portfolio."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Derwood has given me advice and guidance in areas including superannuation, retirement and pension. Derwood has always explained our investments in a simple, easy to understand language. Derwood also keeps us notified of the market situation and I am very comfortable and fully trust Derwood's decisions and guidance relating to my portfolio."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Derwood has given me advice on superannuation and income streams. He has always explained things so that I have a clear understanding. I value his knowledge and experience."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Derwood is very easy to talk too"

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have been very satisfied with Derwood as my financial advisor regarding investments within my superannuation portfolio. He has always given me personal attention, he is never rushed and is understanding of my needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Derwood has given me advice in areas including loan products, self managed super funds and managing debt. Derwood was usually able to explain things to me in a clear way. Through Derwood's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Derwood's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Derwood came into a difficult position where I had had a succession of advisers come and go and I had received almost no service over period of several years. He has picked up the pieces and moulded a very satisfactory adviser client relationship. I realise the portfolio we have agreed upon will not achieve miracles but the returns have been quite satisfactory."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Derwood has given me invaluable advice in the area of superannuation always in clear and concise statements. Through Derwood's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Derwood's full care and attention when I needed it."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I'm currently in a better retirement position thanks to Derwood's advice. He is always available if I have doubts or need advice. Highly recommended by me."

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2002

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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