Lou Jorge

Discovery Wealth Advisers

Platinum
21 Yrs Experience
Baulkham Hills, NSW 2153
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 41
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Discovery Wealth Advisers

Unit 6, 35 Old Northern Rd
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
41 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 41

Sort by

5.00

"Louella has given my wife and i advice in setting up our retirement annuity from existing Super fund, managing it for the last nine years. I could not be happier with its performance considering the global economy of today. All aspects were well explained, tailoring to our needs into the future. Recently made a complex investment with Lou's assistance. All achieved by gaining proper assistance from an adviser with knowledge and experience."

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

"Lou has always given me the very best advice to suit my needs. I always get Lou’s full attention and care. Her knowledge in the area of financial management is exceptional. Her ability to make things easy to understand is extraordinary. I have full confidence in Lou to see me through."

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

"Lou gives excellent advice she is very professional in her role and I have every confidence in her she has a great personality and one always feels relaxed in her company I would also class her as a good friend. I am very happy to leave my finances in her capable hands and she is always available to answer any questions I put to her nothing is a problem ."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Louella has a broad scope of experience in the financial sector. She has very effective communication skills. Louella is able to clarify complex concepts and ideas in an easily understandable way. Her level of professionalism and expertise is outstanding. She is focused on achieving best possible outcomes for her clients. Has a warm, friendly yet always professional communication style."

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

"Louella has always provided us with outstanding service and advice relative to our investments. It is reassuring to know that our investments are being expertly managed so as to give us complete ease of mind in our retirement years. Louella is always available to answer any of our queries."

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

"Lou has been our finical adviser for many years and we rely on her to ensure our investments are both safe, secure and also returning a good rate of return. Lou always displays honesty and integrity in all of our meetings. She provides both excellent service and understanding of our needs and requirements."

  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Louella has taken care of my finances since I retired 9 years ago, setting up a very good pension plan and taking care of superannuation. Her knowledge and advice for my situation works perfectly. Louella keeps me fully in touch with the current financial market and explains areas I may not fully understand. She is always available whenever I need her."

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

"Lou has been looking after my superannuation account for many years and given me sound advice. I would recommend Lou to anyone, in fact I have Recommended her to family members. Lou is knowledgeable, extremely friendly and always willing to help my wife and I with anything to do with finance."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Louella has given us advice on Jenny superannuation for many years, we are very confident that she has done super job."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lou has advised me on retirement and pensions and superannuation. Lou explains things in a way that I am able to clearly understand. I am very confident that her experience and knowledge provides me with appropriate advise for my situation. I have been dealing with Lou for number of years now and am very happy with care and attention she provides. I would happily recommend Lou to my friends and family seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 41

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
2001

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

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
Certified Financial Planner
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