Blake Conde

Financial Decisions Pty Ltd

Gold
8 Yrs Experience
Mona Vale, NSW 2103
I am a passionate and driven Financial Adviser motivated not only to create wealth for my clients, but also protect their legacy for the benefit of subsequent generations. Having seen firsthand the devastation early or unexpected events can have on economic well being, I have made it my life’s mission to lead my clients and their families with solid, easy to follow pathways to achieve financial freedom. It is this empathy and ability to relate to clients that is central to my ability to design customised strategies that deliver positive outcomes across generations. My specific areas of specialty include: • Wealth creation • Risk management • Insurance protection • Estate planning • Business Succession • Superannuation • Investment management I believe education is key in achieving total financial freedom and am at my best when engaging with clients to understand their needs and ambitions, assisting them to identify and navigate towards milestones crucial to achieving their financial goals both in the short and long-term.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Financial Decisions Pty Ltd

Suite 10 Level 3 Gateway Building, 1 Mona Vale Rd
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Decisions Pty Ltd

AFSL 341678

4.90
14 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Blake is an exceptionally professional and friendly financial adviser. I was searching for a new financial adviser and decided to contact Blake to discuss my retirement plan. Blake is able to articulate concepts in a very clear way. Moreover, Blake is patient and takes the time to listen to my concerns and questions. I feel very confident in Blake's technical knowledge and overall service."

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

"As a new client of Blake's, I am very impressed with his knowledge and professionalism. I am confident in his advice and would recommend him as an adviser. Blake is always prompt in responding to my queries."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake delivered fantastic engagement, making himself available when we requested and offering insight and knowledge when we needed it. Blake was able to quickly and competently provide us with the advice we required in the areas of insurance and estate planning that we had been putting off for far too long, would highly recommend."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has given me advice on a number of different areas. He is knowledgeable and keeps up with the new laws and legislation that are being introduced. He is professional and clear and responds in a prompt manner."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have just started using Blake as our financial advisor but have been comfortable with his knowledge and commitment to date. We have decided to continue using the financial plan he has developed for us as we move towards retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are new clients of Blake's but to date have been impressed with his knowledge and service in our initial review and we have chosen to take his advice and continue to place our financial future in his hands. We would not be doing this if we were uncertain of his ability to advise and deliver on his advice. His attention to us as clients has been what we would have expected - we are hoping for support and information without over-servicing by him or over involvement required from us. We believe this is what he is planning to deliver."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Blake has given me support , expertise and a sense of confidence going into the future. I will be able to retire early and take time out of the work force before I am 60. Blake explained things clearly and I feel comfortable with his advice and also that he will take care of my needs going forward. Blake was also very engaging towards my adult son as he explained some complex matters."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has provided me with advice concerning rollover of superannuation funds, cash flow and recommendations on ASX listed shares to maximise income whilst also protecting capital. Blake has displayed a very high level of knowledge and expertise in all matters and makes me feel comfortable in following his advice. Blake has a level of expertise usually only found in a person of more mature years. I am pleased to recommend him anymore looking for advice from a financial adviser."

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

"Blake has given me advice with insurance products. Blake was always able to explain things to me in a clear way. Through Blake's knowledge and experience, I feel very confident that the advice given was right for my needs. I always felt I received Blake's full care and attention when I needed it."

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

"Blake has always made himself available and has provided advise in many areas and for many years. He has been professional and thorough. He has assisted me in areas including super funds and insurances.He has a very good understanding of the product and can explain in a simpler and clearer way. I feel as if I am in very good hands with Blake."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Finance)

Level
7 - Bachelor Degree
Institution
Australian Catholic University (ACU)
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Ethics and Professionalism in Financial Advice - Bridging Course

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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