Courtney Banks

Rethink Financial Planning

Silver
5 Yrs Experience
Newcastle West, NSW 2302

Recent reviews

Rethink Financial Planning

2 Dick Street
Newcastle West, NSW 2302

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Arts
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Shartru Wealth Management Pty Ltd

AFSL 422409

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

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5.00

"Courtney gave valuable advice in regards to the aged care system. Courtney explained things in a clear manner and was always available to contact if we had further questions we forgot to ask during our meetings. I would recommend Courtney to anyone. Thank you Courtney!"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Courtney is a caring and understanding adviser with a great knowledge in aged care. Courtney has taken the financial stress from my elderly father by giving him good advice and showing him the benefits of her recommend strategy. The added bonus is that Courtney deals directly with Centrelink so my elderly father doesn't have to. I would have no hesitation in recommending Courtney as a financial adviser."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Courtney is so helpful and has been fantastic in assisting our family and helping us find the right investment strategies. It’s been a tough and stressful time for us and Courtney made it much, much easier."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aged Care is such a minefield to navigate around. Courtney gained all the information and helped to steer our family in the right direction."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
University of Victoria (Canada)
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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