Eddy See is a representative and employee of Financial Foundations, with over 15 years’ experience in the financial planning industry. He holds a Bachelor of Business, specialising in Financial Planning and he is also a Certified Financial Planner (CFP), which is the profession’s highest practitioner qualification. Eddy also provides specialist advice in retirement planning and Aged Care and is a member of the Financial Planning Association (FPA).
Fee for advice.
Find Eddy always makes himself available, and gives his full attention to your requirements. Have found his advice always best suited to my needs and have full trust in his recommendation and proposals and would not hesitate to recommend him to my friends and colleagues.
Eddy was absolutely wonderful. He helped my to sort out the superannuation mess I had so quickly. He listens to what you say and takes that into account when helping to get finances back under control. He knows his business well, he explains things clearly in a way that you understand completely how things work, what your options are and what you can expect. He was very prompt to answer any questions I had and was only a phone call away. Even now that I have my finances well under control again I know if I have any queries or questions Eddy will help me. I could not recommend Eddy highly enough.
Eddy is an excellent communicator, personable and very knowledgeable. As we are interstate we communicate by email, zoom or phone and have had no trouble. I am hard of hearing but Eddy speaks very clearly. He is a true professional. He presents relevant data and always answers our queries very satisfactorily. His advice is tailored to my husband and me who are retirees. Eddy explains how he and others manage, regularly monitor and review our superannuation investments. He is clear about his financial adviser fee and reasons for any change.
We feel our superannuation is in very good hands with Eddy.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2006
- Years of experience 17
- Certified Financial Planner (CFP)
Financial Foundations Australia Pty Ltd49 Robinson Street
Dandenong, VIC 3175
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Financial Foundations Australia Pty Ltd