Duncan Collie

AustralianSuper Pty Ltd

Gold
21 Yrs Experience
Perth, WA 6000

Hello and thank you for your interest in my services. I have over 15 years experience as an Financial Planner and over 20 years experience working within superannuation. I'm passionate about assisting people make the most of their situation and achieving their personal retirement, and general financial goals. I see one of my key roles as explaining information in clear and simple terms, helping clients make informed decisions to achieve better retirement outcomes. The value of advice as not just delivering tangible benefits but also helping people to feel confident and about their financial future.

Planning for retirement can be daunting. Superannuation rules are often complex and Centrelink eligibility can be confusing. And then of course there is finding an investment strategy for your money that will serve your well in the years ahead. Most clients have lots of questions; do I have enough to retire, can I contribute more to super, what’s the best way to draw an income in retirement, can I get more Age pension, how should I invest my money, what happens to my super if I die? The value of advice as not just delivering tangible benefits but also helping people to feel confident and about their financial future.

Duncan Collie is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Growing Assets
  • Budgeting

My fees

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

Fee for service model, no ongoing advice fees. Review fee at reduced rate if and when further advice is requested by the client

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 9, 66 St Georges Terrace
Perth, WA 6000

Opening hours

  • 9:00am – 5:00pm Monday – Sunday

Licensed by

Industry Fund Services Ltd

AFSL 232514