Colin Benvenuto

Emerge Financial Pty Ltd

Silver
22 Yrs Experience
Sydney, NSW 2000

Recent reviews

Emerge Financial Pty Ltd

Suite 1, Level 8, 66 Hunter Street
Sydney, NSW 2000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

FYG Planners Pty Ltd

AFSL 224543

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

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5.00

"Colin and his team are remarkable in the way they manage our complex financial needs. They have strong knowledge about how to best advise us and demonstrate a strong commitment to helping us in every way possible. I feel a strong level of trust in Colin and his team, that they know what they are doing and will both guide us and advise us with integrity and the latest knowledge. Colin and his team are always available to answer questions...no matter how small and help us to understand the many ins and outs of good financial management. Colin has coached me in how to do a budget and this keeps us on track. We now have savings with which to retire comfortably and to do some things we could only have dreamed of in terms of travel and being able to give to a variety of organisations we believe in. We feel very lucky to have found Colin and to become one of his client family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Colin has advised me for 15 years. He transformed my approaches to using my salary, consolidating debts, how best to salary sacrifice and use my super as I moved towards and then retired from full time employment. He has extraordinary clarity, knowledge, thoroughness, optimism, respect and commitment. My financial future is assured thanks to Colin and his excellent colleagues. He has been a firm and kind guide in setting budgets, realising ambitions and recreation for best life aspirations. His collaborations with employers, superannuation authorities and legal representatives in advice for working overseas for a year, in estate planning, best use of bequest and donations and divorce settlement have exemplary ethics, effectiveness and integrity."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • 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
1986

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Diploma of Teaching

Level
5 - Diploma
Institution
Charles Sturt University (CSU)
Completed
1986

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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