Irena Butler

Peninsula Taxation & Business Centre

Silver
19 Yrs Experience
Mount Eliza, VIC 3930
Based in Mt Eliza on the beautiful Mornington Peninsula, we have provided a professional, ethical and caring environment for clients for over 30 years.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Peninsula Taxation & Business Centre

28 Allen Drive
Mount Eliza, VIC 3930

Licensed by

Lwp Financial Pty Ltd

AFSL 423936

4.90
4 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Irena's integrity in dealing with all challenges and advice is aligned with my own and subsequently the level of trust she has earned is invaluable."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Irena has been my family financial advisor for about 30 years. This includes my parents, myself and another family member. Over this period I have found Irena a person of integrity, expert in the financial planning industry and always caring of the many phases of life people go through. Irena has always achieved realistic financial outcomes for me. I have no hesitation at all in recommending Irena in the field of financial and taxation planning."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Irena deals with my problems in a methodical and sometimes unconventional thinking, which gives me the best outcome suitable for my needs. Irena is also available to hear any concerns I may have while I am dealing with these problems to offer support and guidance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Irena's advice and guidance has saved me time and helped move me to a sound financial future before retirement. My life is now a much better one due to Irena's help."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • 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
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

National Tax & Accountants' Association (NTAA)

Membership type
Certified Financial Planner
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