What makes Canberra Advice different.
Your life is your life, and financial advice needs to reflect it. We’ll align your strategy and choices to your values and intentions. There is no cookie cutting here.
We are not affiliated with any financial products. It means you are our priority, and we aren’t incentivized to push products that you do not need.
Complex made Simple
No one wants to be overwhelmed with financial jargon and the technicalities of Defined Benefit Schemes , SMSFs or investing with ESG considerations. We are obsessed with simplicity, so you are empowered and feel in control.
To arrange a 15-minute complimentary discussion email me at firstname.lastname@example.org
Serhan was very approachable and professional in assisting me in planning towards my retirement. I highly recommend Serhan as she explained my options clearly and her knowledge in DFRDB, MSBS & PSS superannuation funds is exceptional.
Serhan has exceptional knowledge and experience with the Commonwealth Superannuation Scheme and successfully established my retirement transition for 54/11. Due to her strategic advice, I am in a much better position than my colleagues (some of whom opted for a lump sum instead of a pension). She regularly reviews my investments, and superannuation scheme and frequently contacts me to advise of any financial legislative changes and to keep abreast of my personal circumstances or requirements.
Serhan was very knowledgeable and clearly explained and answered my questions regarding retirement and superannuation. I would recommend her to anyone who is looking at retirement.
I was amazed coming out from my first meeting with Serhan thinking she is more than just a Financial Adviser. I was in deep state of stress when I met Serhan, having gone through Comcare process. She quickly and swiftly showed the implications of what I was about to do. No one before explained properly the implications of withdrawing my TPD payout. She delved right into my life and talked about what was going on, what needed to change and how to go about it. At the end of the initial meeting, I was less stress about our financial on-goings and knew that it would only get better. Serhan worked brilliantly in providing her knowledge and support to help me and my partner for a better stress-free future. The plan she provided was very tailored, she considered things that I did not, and I should have. I want to thank you so much for your help. Future is looking brighter. Thoroughly recommended.
Serhan provided valuable advice to assist me in my financial planning. I was very new to the world of financial planning and the options that exist. Serhan was very patient and clearly explained each aspect, the different choices I had and what it would mean in the long term. She was very easy to approach and is happy to answer questions at any time. She listened carefully to what I needed and wanted and stepped me through the risk assessment process to ensure she provided advice that was suited to my position and long term interests. Serhan is very friendly and made me feel comfortable throughout the entire process. I have had nothing but a positive experience with Serhan and would highly recommended her to anyone looking for advice in financial matters.
- Adviser status Platinum
- Number of reviews 12
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
- Master of Business (Hospitality Management)
Canberra Advice Financial PlanningLevel 8, 121 Marcus Clarke St
Canberra, ACT 2601
- In person
- Video call
MFG Advice Pty Ltd