Clinton Teitz

Fca Financial Pty Ltd

Silver
6 Yrs Experience
Beaconsfield Upper, VIC 3808

With over 20 years of experience in the Financial Services industry, Clinton has a broad range of knowledge across Personal Insurance, Investment/Superannuation and Retirement Planning.

Genuine and driven, he is passionate about building strong and lasting client relationships, built on a foundation of integrity and trust.

Becoming a Director of FCA in 2019, Clinton prides himself on assisting clients in building and reaching their wealth creation goals and enabling them to be more confident and educated in their financial future. In 2022, Clinton won the Affinia Rising Star Award.

Clinton has completed the Graduate Diploma of Financial Planning through Deakin University. He also has a Diploma of Financial Planning and is a member of the FPA (Financial Planning Association of Australia).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We have a fully tailored fee menu that allows for each individuals needs and is discussed during the initial consultation meeting. Our Annual Agreement Advice packages allow for high and low needs clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Fca Financial Pty Ltd

Suite 1, 49 Beaconsfield-Emerald Rd
Beaconsfield Upper, VIC 3808

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232