I am a self licensed Financial Adviser and one of Australia's few Financial Life Planners.
My aim is to gain a better understanding of you, help you identify your values and priorities and determine how we can help you make better decisions with your money and bring you closer to living your ideal life.
In 2016, I won AFA (Association of Financial Advisers) Adviser of the Year award amongst a group of esteemed financial advisers. The multi-stage screening process for the award takes several months and includes a 60 minute interview, 4 hour site visit and an independently conducted survey of all our clients by the Beddoes Institute.
We received top scores on our Client Experience Survey with 9+ out of 10 for categories such as Unbiased Advice, Reliable and Delivering on Promises.
We are committed to listening, understanding your financial objectives, creating a plan that maximises your potential to succeed and keeping you on track.
Privately owned business + No external influence = Advice in Your Best Interest.
Let's spend 5 minutes on the phone to see if we are a good fit.
I am very grateful and appreciate the service and information given to me by Align Financial staff relative to the management of my funds. The staff are helpful and obliging at all times! Many thanks.
Don’t wish to comment
Generally will make himself readily available to discuss SMSF matters, progress and strategy. Will review performance and suggest and discuss possible beneficial changes to portfolio. All greatly appreciated.
good service and supper planning
Darren runs an exceptional business based on personal relationships and a rock called Lindsey.
- Adviser status Platinum
- Number of reviews 38
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Align Financial Pty LtdSuite 10, 12 Rickard Road
North Narrabeen, NSW 2101
- 8:00am – 5:00pm Wednesday
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Tuesday, Thursday
Align Financial Pty Ltd