Edward Dalle Nogare

Futurevest Pty Ltd

Silver
7 Yrs Experience
Birtinya, QLD 4575

Recent reviews

Futurevest Pty Ltd

Suite 10, 16 Innovation Pkwy
Birtinya, QLD 4575

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.60
  • Number of reviews 19
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713

4.60
19 Reviews
5
4
3
2
1
4.65
Clear communication
4.45
Knowledge & expertise
4.80
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Edward has been very helpful in regards to my superannuation and insurance and protection. It has taken a lot of burden off my shoulders having to worry about where all my money is going and left it to a reliable and knowledgeable person like Edward to look after my ''future''."

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

"Edward provided us with advise on our self funded retiree plans utilising our small superannuation which we desperately needed. Initially trusting a complete stranger to help us with our plan and our superannuation money was very daunting. Edward understood our needs, took them and presented us with a planned management that will take us into our 80's. Edward's explanation was easy to understand and also presented to us in a comprehensive written Statement of Advice so we could see exactly how our superannuation would work for us. Something which has not been provided in the past. Edward certainly does his homework to provide the best for his clients - even simple people like us."

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

"Edward is a fantastic advisor/broker and very easy to understand. He has helped me find a lower interest rate on my investment property with an offset account aimed to reduce the amount of interest payable on my outstanding mortgage. He invested a lot of time with me as his customer, provided me with sound advice, and was very understanding of my position. I was very pleased with my dealing to date and will continue to use his services in the future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Edward has been able to provide us with expert advice in managing our Debt with the loans we have in place. He has then be able to source the best way to refinance our loans, ensuring the our fees are reduced and the money that we earn does not get lost in fees. Edward worked with us in getting our superannuation funds working the best way for us, so our retirement in the future will be financially set. He has been so professional and diligent. Thank you."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.50

"Edward has given me advice on managed super fund his advice has been explained to me in a clear way that it was easier to understand. I feel confident that his advice is right for my needs."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Edward has given me advice in areas including Self Managed Super Funds. Edward was usually able to explain things to me in a clear way. Through Edward's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Edward's full care and attention when I needed it.'"

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

"Edward is very professional and friendly, Edwards advice is clear, concise and relevant to my needs. I feel assured that Edward has the most up to date information which leaves me confident that I have the right product for my financial situation."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"i HAVE ALWAYS BEEN HAPPY WITH EDWARDS HELP AND ADVISE WE HAVE RECEIVED GREAT SUPPORT AND HELP"

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

"I found Edward very easy to talk to about my finances. He was able to answer all my questions in a way that I was able to understand. If I didn’t understand something I had no hesitations in ringing him up to clarify some information or ask a question. This was my first time discussing my finances and Edwards relaxed and easy to talk to nature made me feel very comfortable. He took his time and thoroughly looked over everything and provided me with a very detailed and well-structured portfolio. Edward has given me advice in areas including insurance and superannuation. Through Edward's knowledge and experience, I feel very confident that the advice he has given is the most beneficial for my needs."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Edward has given me advice in areas including Life Insurance, Income protection and Managed Super Funds. Edward was usually able to explain things to me in a clear way. Through Edward's knowledge and experience, I feel Very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Mentor Education
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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