Emanuel Mezzasalma

Ejm Financial Services Pty Ltd

Gold
40 Yrs Experience
West Melbourne, VIC 3003

Recent reviews

Ejm Financial Services Pty Ltd

443 King Street
West Melbourne, VIC 3003

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 31
  • First year providing advice 1982
  • Years of experience 40
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.75
31 Reviews
5
4
3
2
1
4.85
Clear communication
4.65
Knowledge & expertise
4.95
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 31

Sort by

5.00

"Manny has been great in helping us with our self managed super funds strategy and wealth creation strategies. Manny comes across as hugely knowledgeable and draws on this to explain things to me in a clear way. Through Manny’s knowledge and experience, I feel very confident that the advice given is right for my needs and will lead me to a better retirement than the path I was previously on."

  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Advice and help very good"

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

"Emanuel was very clear and helpful, even though our meeting was roadside and remote, We look forward to meeting in person with Manny in the future"

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

"Emanuel’s expertise in guiding my financial position to ensure a happy and financial secure retirement is very much appreciated. My confidence in his ability to understand my position and his respect of my wishes and opinion ensure that we have a very worthwhile Advisor /client relationship. I am most confident that I can contact Emanuel anytime for advise"

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

"Manny has looked after me for a long time and I have achieved my goals on my retirement next year, He was always available to me and always showed care and professionalism. I have recommended several people including family members to use his services with the confidence they will get the very best advice."

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

"Everything was explained very clearly, I felt very comfortable discussing my financial needs with Emanuel. Thank you"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"from the beginning the approach & understanding of our needs was mannys focus. he came back after the first few meetings with advice i had never considered or thought was available. to this day we are on track with our future in place but also flexible enough to adapt to changes that may occur. thank you Manny"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emanuel has given my family business guidelines and goals to keep moving forward and to advise on how to action positive change to our business which after 43 years of business we need to be updated and informed of change. In our personal interests he has always supported and again explained our affairs in a way that we just don’t feel like a number but a client that he has our best interests at heart and always explained and advised with options We are very grateful and thankful of his professional knowledge and advice he gives us to maintain a healthy portfolio Thank you Emmanuel"

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Manny continues to provide expert advice and continuous results. The team are always professional, understanding and take the time to explain things in detail."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been a client of Manny for almost 20 years. He has always explained clearly the management strategies for my superannuation funds in a way I can understand. There have been times I had to complete Centrelink forms where I needed assistance. Help was immediately available with no fuss. He also attended to my sons requirements to set up a share portfolio which was most appreciated. I feel like Manny is part of my extended family and I can trust him to always do what is best for me to enjoy a happy, stress free retirement."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 31

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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