Christelle Huet

Edify Private Wealth

5.00
1 Review
Silver
7 Yrs Experience
Murrumbeena, VIC 3163

Recent reviews

Edify Private Wealth

Suite 15, 981 North Rd
Murrumbeena, VIC 3163

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • SMSF Special Advisor
  • Language spoken
    • English

Licensed by

Clarity Financial Services Pty Ltd

AFSL 276771

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
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Customer care
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5.00

"Christelle has a way of making complex situations simple and has a wealth of knowledge that has given us peace of mind that our future financial path is now heading in the right direction. Christelle has guided us away from what could have cost us years of stress and financial hardship into what will now secure us a comfortable and worry free retirement."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Self Managed Superannuation Funds (SMSF) Specialist Accreditation

Level
0 - Training / Exam / Other
Institution
SMSF Strategies Pty Ltd
Completed
2013

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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