Haris Argeetes

Questra Financial Planning

Gold
23 Yrs Experience
Mortdale, NSW 2223

Recent reviews

Questra Financial Planning

11 Walter St
Mortdale, NSW 2223

Opening hours

  • 7:00am – 7:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

My Afsl Pty Ltd

AFSL 508559

4.95
12 Reviews
5
4
3
2
1
4.85
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Haris understands your needs and works with you. I would highly recommend Haris to anyone looking for sound financial advice"

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

"I have been lucky to have Haris as my Finacial adviser for over 10 years now, I have always felt genuine care from Haris to ensure the best outcome for my financial future."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Haris has given me advice in areas including Share investment, insurance, budgeting and managing debt. Haris is able to explain things to me in a clear way. Through Haris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Haris's full care and attention when I needed it.'"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Haris demonstrates consistently knowledge of tax law, borrowing money, shares, investing etc Always continues to be at the forefront of his profession with up to date knowledge of changes within these environments. His vast knowledge and UNWAVERING dedication to making a successful retirement gap & to reach my target has been without doubt the most VALUABLE ASSET I have acquired for my past sixteen years and future. This wouldn't be happening if I didn't engage the services of this very trustworthy man. Thank you Haris. God Bless!"

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

"An amazing Gentleman who would always go out of his way to assist with my needs and great explaining situations that I was unsure about. I will always have Harris as my Financial Adviser. He is well educated in his field which makes life easy knowing you can trust Harris . Most importantly we have a great bond and he makes me feel comfortable around him which to me speaks volume."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Haris has given me advice in areas including Govt matters ie Pension, Investments. Haris was always able to explain things to me in a clear way. Through Haris's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Haris's full care and attention when I needed it."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Haris has been my goto person for financial matters for in excess of 20years now. He has seen my family grow from just my wife and I, to now giving my adult daughters advice. I have never had a great head for finances nor any drive to change that position so I am blessed to have Haris available to offer sound advice in terms that I understand. My wife and I have, always had total faith in Haris' advice and that faith has been rewarded over the years with fantastic returns on our investments. I can't imagine NOT having Haris as part of my team and I could not recommend him highly enough. You will not be disappointed!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve known Haris for over 10 years now. He always makes time to meet on a regular basis to review my financial investment interests. Trustworthy, integrity and a genuine interest in my best opportunities provide me a valuable financial adviser service."

  • Superannuation
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Haris has given me advice regarding my super funds and i feel very confident that his advice suits my needs. I have known Haris for quite a few years and i trust his advice."

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

"Haris has given great advice and has always been honest, even if it was going to bad news. Haris explains things in a manner i can understand and feel confident to proceed. I have a lot of faith in him as my adviser"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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