Larry Raymond

Alliance Financial Planning Pty Ltd

Silver
19 Yrs Experience
Coorparoo, QLD 4151

Recent reviews

Alliance Financial Planning Pty Ltd

9 Park Street
Coorparoo, QLD 4151

Opening hours

  • 8:00am – 5:00pm Tuesday
  • 9:00am – 5:00pm Monday, Wednesday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

My advice fees are hard to quantify as they are based on the complexity of the advice being provided and the time it will take me. A quote is provided before starting any chargeable work.

Licensed by

Futuro Financial Services Pty Ltd

AFSL 238478

4.95
5 Reviews
5
4
3
2
1
4.80
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

4.75

"Larry is a lovely man with a calm and friendly nature. He is helping me navigate and understand the management of my mother's finances as she transitions from her own home to an aged care facility in order to maximize her financial situation and meet her needs. Larry explains the complex financial strategies to me in lay terms and patiently answers my questions. I find Larry extremely trustworthy and continually helpful."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Larry provided Aged Care advice for my parents. He was quick to respond to all of our questions. His knowledge in this area was extremely helpful to us. Larry provided 6 scenarios re finances RAD etc and we were able to choose the better option for my parents situation."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband has a terminal illness and I needed help with Centrelink whom I thought were unfairly reducing care benefits. Our account and our financial planner didn't want to assist because it was complicated due to our business involvement. I was at the point of giving up when I was referred to Larry. He understood my Centrelink concerns and got our benefit fixed beyond my expectations. I am so grateful for his help with that and NDIS."

  • Government Assistance
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been happy clients for over 15 years. We are now getting closer to retirement and we hope to be clients for 15 more."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Larry provided my Mother advice on Retirement strategies, cash flow and budgeting as well as comprehensive and clear recommendations on the options that would best suit her needs into the future. My Mother has received very sound advice based on her current situation and Larry's experience and knowledge formatted the options in simple and concise terms. I believe that Larry's advice was well worth the effort and the statement of advice was presented in a very personal and easy to read manner. A job well done. I would recommend Larry to anyone that needs financial advice in the Retirement field. Garry Fielding (on behalf of Pam Fielding) Ferny Grove 4055"

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

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

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2021

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1992

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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