Saeed Shamaee

Bona Fide Advice Pty Ltd

Silver
7 Yrs Experience
Doncaster, VIC 3108

Recent reviews

Bona Fide Advice Pty Ltd

Suite 323, 65 Stables Cct
Doncaster, VIC 3108

Opening hours

  • 9:00am – 7:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Economics
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Bona Fide Advice Pty Ltd

AFSL 524359

4.85
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.50

"A very helpful and smart man who is only to happy to help with any queries no matter how silly the question. He will find the answer and communicate at our level of understanding .Always a pleasure to deal with him."

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

"We have been very happy with the advice and service Saeed has provided us regarding retirement planning, investments and pension. We have always had a good understanding of which way forward was best for us."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Saeed assisted my wife and I with income protection and TPD insurance products. He clearly articulated the benefits of different products, and we're very happy with our chosen products."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Very happy with Saeed's advice and help to choose my insurance."

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

"Saaed has a wealth of knowledge about his industry and therefore has handled my financial affairs extremely well. He explains everything in detail, which is fantastic. I have no hesitation in recommending Saaed."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Saeed was very knowledgable, he answered all my questions and made sure I understood what I was doing. I would highly recommend using him"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Saeed has deep knowledge in his job, and he provides relevant information which is understandable by people with no financial background. Saeed is very professional and trustworthy. He puts himself in the my shoes and tries to find the most suitable outcome for our family. The documentation saeed provided was thorough and very valuable with appropriate information."

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

"Angelo 3029 I recommend Saeed to other people because he is willing to help and he will give you the right direction ??"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2012

Master of Economics

Level
9 - Masters Degree
Institution
Islamic Azad University
Completed
2011

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Integrity Education Group
Completed
2014

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Isfahan University
Completed
2009

Graduate Certificate in Personal Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Charles Sturt University (CSU)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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