Archie Figueira profile photo
4.90
39 Reviews

Archie Figueira

Viridian Advisory Pty Ltd

Gold
30 Yrs Experience
Parramatta, NSW 2150

Recent reviews

Viridian Advisory Pty Ltd

The Barrington Suite 6003, 10 Smith St
Parramatta, NSW 2150

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 39
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223

4.90
39 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 39

Sort by

4.25

"Archangel has given us advice in areas like superannuation, he was able to explain to us things in a clear way,.Trough Archangel experience and knowledge we are very confident, that the advice given is the right one for us.We usually receive the attention when we need it."

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

"We rely on Archie for his advice and recommendations and have been satisfied for all the services and advice provided"

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

"Archie helped us with insurance to protect my family and me"

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

"We feel very confident and rate Archie 10/10"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are happy with all services provided by Archie and receive his full care and attention when we need it"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Archie has been very helpful"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel very confident that the advice provided has been beneficial and to our advantage . I have been with Archie for over ten years and would recommend him to anyone wanting good advice"

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Everything is progressing well with Archie’s advice"

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

"I am happy with the advice and service provided"

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

"We have had an excellent service since first meeting with Archie"

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • 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
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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