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Tony O'Brien

For Sure Financial Planning Pty Ltd

Silver
25 Yrs Experience
Geraldton, WA 6530

Financial planning is the process of meeting goals through the proper management of your finances. Your financial

independence and future quality of life are vital issues that should not be left to chance. At “For Sure Financial

Planning”, we understand this and can help you secure your future by providing tailored protection advice along

with financial strategies designed to create and preserve wealth.

Our aim is to work closely with you throughout the financial strategy process to ensure a strong and lifelong trust

is built between us. For Sure Financial Planning’s philosophy is to offer peace of mind, security and confidence to

all our clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualifications
    • Diploma of Financial Planning (DFP 1-4)
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

For Sure Financial Planning Pty Ltd

201 Foreshore Drive
Geraldton, WA 6530

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Symmetry Group Pty Ltd

AFSL 426385