Garth Lovelace

Sfr Advisory Group

5.00
1 Review
Silver
35 Yrs Experience
East Perth, WA 6004
WHY DEAL WITH US? Caring- we are here to help you regardless of your current financial position and we will treat you no differently to our other clients regardless of their financial status! Affordable- We want more people to experience what the high net worth individuals assume, so we price our services to reflect this statement. We would rather do the job for less than not help you at all! Knowledgable- The team has people with experience in providing advice since 1987 and licenced in Tax, Property, SMSF Services, Aged Care, Debt Advice, Estate Planning and more! Trustworthy- that’s our reputation and reflected by our long-standing client relationships. We can refer you to clients that have been with us over 20 years to reassure you about our integrity and commitment to our clients before our own interests! What Does That mean To You? Family Office or Home Office services are normally limited to the Ultra High Net Worth Individuals. The reality is that most people require quite a wide scope of advice including Financial Planning, Investment Advice, Taxation Advice, Property Advice, Australian Super Advice, Estate Planning Advice, Family financial dispute advice, including more specialised advice such as business advice, migration advice and commercial tenancy advice.  Unfortunately, most people don’t think they can afford or are just confused about what their need to know and quite frankly all people wonder whom they can trust to deliver the advice regardless of the cost!

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sfr Advisory Group

Office 2, Level 4, Eastside Cove, 10 Eastbrook Terrace
East Perth, WA 6004

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Self Funded Retirement Planners Pty Ltd

AFSL 229456

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"Garth and his team have looked after my profoundly deaf fathers financial needs since the 80's. Garth has always made sure that my father has a secure financial stream to see him through his retirement."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1995

Licensed Real Estate Agent

Level
0 - Training / Exam / Other
Institution
Real Estate Buyers Agents Association of Australia (REBAA)
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2005

Tax Agent

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2016

Licensed Real Estate Agent

Level
0 - Training / Exam / Other
Institution
Real Estate Buyers Agents Association of Australia (REBAA)
Completed
2011

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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