Fernanda Havea

AustralianSuper Pty Ltd

5.00
3 Reviews
Gold
13 Yrs Experience
Sydney, NSW 2000
Fern is a Certified Financial Planner with the Financial Planning Association.  She holds a Master of Applied Finance (Financial Planning) from Charles Sturt University.  Fern has over a decade of experience, providing retirement planning advice since 2008.  Fernanda Havea is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL).  Full details are provided in the Financial Services Guide.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 16, 345 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday
  • 9:00pm – 5:00pm Tuesday – Friday

Licensed by

Industry Fund Services Ltd

AFSL 232514

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

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5.00

"Firstly, Fern put me at ease at the beginning when I needed to explain my current situation, and future aspirations. Fern is patient, and a good listener. Fern showed a natural ability to relate and empathise, as she built an accurate understanding of my personal profile of wants and needs, in order to effectively tailor a personal solution. Her depth of experience became apparent as she then began, in a timely fashion, to introduce the concepts and modelling that I would need to understand, as the plan developed. Fern is a good educator. As the plan has rolled out, Fern has been effective, diligent and very prompt in responding to all the follow-up that has been required, ensuring that I have confidence in touching down into a well-placed retirement. I have no hesitation in recommending her as an adviser. She is a credit to members-first industry superannuation in general, and your organisation in particular, who has confirmed that my faith was well placed. She has secured my business"

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

"I have found Fernanda to be highly experienced in her Role. Fernanda is very confident professional and knowledgeable with her advise, always ready to assist with advise within her boundaries. I am extremely happy with her services and would highly recommend Fernanda to family and friends. that need advise. Well done and Thank you!!"

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

"Fern's help was exceptional. My wife and I felt well prepared for the discussion and Fern 'cut to the chase' with focusing on the complex questions we had. Her understanding of the rules around Super and how to optimise our situation was extraordinary help and far more instructive and simple than we had expected. Her ability to use diagrams and simple concepts was extremely helpful."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Master of Applied Finance (Financial Planning)

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2017

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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