I have over 20 years experience in the Financial Services Industry. During that time, I have built strong long-term relationships with clients throughout Sydney, mostly in the Hills and surrounding areas.
I have extensive experience in providing advice in investments, retirement planning, retail superannuation, Self Managed Superannuation Funds, Insurance, Centrelink and Estate Planning.
I am a Certified Financial Planner and hold a Bachelors Degree in Economics from the University of Sydney. I am also a member of the Financial Planning Association.
We have been dealing with Louella for over 10 years. She has given us excellent advice and she and her company are 100% trustworthy.
Louella assisted me with establishing and maintaining my investment portfolio. I am happy with her service and I recommend her to those needing financial advice.
I met Louella many years ago to help me with my super. She meets with me regularly and ensures I am on track. She provided me with sound advice and I recommend her services.
I saw Louella to help me with my investments and super and it was a positive experience. I am grateful for all her support, help and professional advice. I highly recommend her.
Louella has been advising me for many years to help me grow my super. She is very helpful and approachable. She has a lovely sense of humor and I would highly recommend her to those needing advice.
- Adviser status Platinum
- Number of reviews 145
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Discovery Wealth AdvisersUnit 6, 35 Old Northern Rd
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call