Larry Ellis

Investwise Financial Planning Pty Ltd

4.90
8 Reviews
Silver
28 Yrs Experience
Aspley, QLD 4034

Recent reviews

Investwise Financial Planning Pty Ltd

Suite 1, Level 2, 825 Zillmere Rd
Aspley, QLD 4034

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.90
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

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4.75

"My husband and I contacted Larry regarding an Investment property. We were in a position where we couldn't move forward but with Larry's advice and recommendations we were able to move on the property and he provided us with options that we wouldn't have known about if we hadn't contacted him. Larry explained things in a way that we could understand and went over the ones we weren't quite sure of. He was always very generous with his time and responded to our emails and phone calls in a timely manner. He has given us hope again."

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

"Larry was recommended to me by a very trusted acquaintance and I understand his explanations and feel I can trust him."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"review went well"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were recommended by friends to seek Larry’s advice. We feel 100% confident with Larry looking after every aspect of our transition to retirement. We wouldn’t hesitate recommending Larry & his staff to everyone"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Larry and his team over the many years we have been associated are ALWAYS available for discussion. If Larry is unsure of advice we may be asking for he will source information required PROMPTLY Most IMPORTANTLY living in these uncertain times we always leave our meetings/ reviews with confidence “Going Forward”"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sound and easy to action advise"

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

"We have been working with Larry for the last three years. He has helped us with finding the right insurances, managing our self managed super fund, property investments and how to prepare for and transition into retirement. He is very proactive, making sure that we meet up a couple of times per year to check how everything is going and what needs tweaking. He is extremely knowledgeable and reliable. We are grateful for his assistance with managing our finances."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thirty years ago Larry advised us on the best Income Protection and Life Insurance for us. We did not think that we would ever use it, but when my husband fell ill and I was on the phone crying to Larry, all I remember hearing is; 'Don't worry you are fully insured and your income protection will pay you until he is 65.' Now my husband is on the mend and Larry is helping us with his gradual return back to work. I can honestly say that it was a very good day when we met Larry. He saved our house and our business with his advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Member
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