Wassim Ghattas

Countrywide Advice

Gold
6 Yrs Experience
Doncaster, VIC 3108

Recent reviews

Countrywide Advice

Office 8, Ground Floor, 600 Doncaster Rd
Doncaster, VIC 3108

Opening hours

  • 8:00am – 6:00pm Monday – Friday
  • 9:00am – 2:00pm Saturday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 15
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Charter Financial Planning

AFSL 234665

4.85
15 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Wassim has given me advice in areas like superannuation & insurance. Wassim was usually able to explain things to me in a very clear way.I usually received Wassim’s full care and attention."

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

"Wassim has given both Brian and myself advice with relation to taking control over our super, finances, budget and retirement plan. Wassim also provided additional advice with regard to a redundancy payout for Brian which enabled a better outcome financially. Wassim explained everything in a professional, easy to understand manner, which enabled us to make decisions and be confident with those decisions. Wassim keeps in contact and is always available if we have any questions. I would not hesitate to recommend Wassim to any of our friends and family."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Wassim was my first ever financial adviser. I was initially skeptical but after a few conversations with him over the phone, my confidence in him grows. He come across as being knowledgeable, frank and honest. Thats what you need frankness and honesty from your financial adviser. I have been with him for couple of months now."

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

"Wassim has been our financial adviser for 2 years and has provided advice on insurance, building assets and wealth for our retirement and tax strategies. Wassim is very knowledgable and passionate about his job and he always puts the best interest of his clients at the forefront of everything he does. His advice is always throughly researched and we feel confident that with his ongoing assistance we can look forward to financial security and a well-funded retirement. As an added bonus he's also a really nice person to deal with."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Wassim has given me advice in areas including insurances, super funds, managing debt and retirement planning. Wassim always ensures to explain things to me in a clear way. Through Wassim's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Wassim's full care and attention when I needed it. Compared to my previous experiences with other planners, Wassim was a truly welcome ‘breath of fresh air’ and he has given me lots of confidence that my needs are genuinely in his care."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very happy with Wassim's input into our financial planning needs. He took great care with us and seemed to us to make us the priority. He went well beyond what we were expecting a financial adviser would do. Happy to recommend him to anyone looking for a dedicated financial adviser."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Wassim has been a great financial adviser for transitioning to retirement. He explains things very clearly and is a great comminicator. Thoughly recommend."

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

"I was referred to Wassim by my former superannuation manager who was retiring.. Wassim immediately started formulating a plan for my retirement, carefully explaining it at every point and guiding me along the way. Wassim has been pro-active and collaborative and I am very happy that my former adviser recommended him."

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

"Wassim has given me advice in areas of pension and investment, I have found him very confident and explained things in detail and any queries I have he will always answer any concerns I have."

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

"Wassim makes contact on a very regular basis to provide updates and to ensure that I understand the current economic climate and how our strategies fit within that framework. His actions over the last 15 months have put me into the best financial position I have ever been in and I would not hesitate in recommending him to friends and collegues and have done so."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

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

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

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

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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