Financial Advice to help manage, grow and protect your wealth:
14 years experience as a Financial Adviser providing advice on:
Edwin is highly professional; patient and knowledgeable in providing his expertise. He is also very prompt and always available. I have trust in his advice and tailored solutions as he does it in line with my needs and preferences.
I would gladly recommend Edwin to my family and friends.
Edwin has been our financial planner for over 10 years. He is a competent and knowledgeable wealth management advisor and communicates with us regularly regarding any changes in the market. We would highly recommend Edwin to anyone wishing to secure his services.
Have known Edwin for over 10 years . During this time he has assisted me on many occasions proactive to protect my investments offer solutions to improve cash flow and still meet my desired risk profile. His availability and attentiveness was not impacted through Covid times and he acts swiftly and accurately through his great communication and listening skills.
Edwin’s communication, knowledge and experience are all beyond excellent. Edwin has been my adviser for over 10 years and I highly recommend his services.
6 months ago my file was handed to Edwin to look after my retirement portfolio. I’ve met with and spoken with Edwin a few times to discuss my personal retirement plan, I have the utmost respect and trust in his advice, he understands what my needs are and he is helping me to achieve my retirement growth. I have 110% confidence in him, and his advice. His manner and presence are very professional and courteous.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2008
- Years of experience 15
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Anchorage Wealth ManagementLevel 8, 309 George St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd