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
My fees
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
- Number of reviews 4
- First year providing advice 2003
- Years of experience 22
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
AustralianSuper Pty Ltd
Level 9, 66 St Georges TerracePerth, WA 6000

Opening hours
- 9:00am – 5:00pm Monday – Sunday
Licensed by
Industry Fund Services Ltd
AFSL 232514
