Duncan Collie

I have over 15 years experience as an Financial Planner and over 20 years experience working within superannuation. I am passionate about assisting people achieve their retirement and general financial goals, and helping them make informed decisions about their options The value of advice as not just delivering tangible benefits but also helping people to feel confident about their financial future.

Planning for retirement can be daunting. Superannuation rules are often complex and Centrelink eligibility can be confusing. 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? Answering these questions and helping clients to feel more comfortable and confident is a pleasure and a privilege.

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.