Chuck Audino

Murray Mallee Financial Planning

Silver
21 Yrs Experience
Mildura, VIC 3500
A specialist in Personal & Business Risk & Wealth Management with over 30 years Banking, Financial Services & Wealth Management industry experience,  Chuck’s wide range of corporate experience provides him with the skills to understand and articulate clients' financial & lifestyle challenges with great clarity. He has the unique ability to explain often highly technical financial concepts in simple and easy to understand language and provide clear guidance and support throughout  the financial planning process. About Chuck Commencing his banking career in 1983, Chuck worked in various senior banking roles servicing clients throughout North West Victoria.  In 2001 Chuck started to specialise in the Financial Planning sector then subsequently achieved his goal of starting his own business establishing Murray Mallee Financial Planning, an Authorised representatives of Millennium3 Financial Services. As Director of Murray Mallee Financial Planning,  Chuck & his team work intimately with clients to identify & understand their personal financial goals & aspirations & provide personalised advice solutions to achieve them. Chuck's passion for helping clients, his combination of over 30 years banking & financial services industry experience, his Diploma of Financial Planning along with  his dedication to personalised service give Chuck the insightful and essential knowledge and experience to help his clients achieve their risk management, wealth creation and retirement goals.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Murray Mallee Financial Planning

59 Orange Ave
Mildura, VIC 3500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.80
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"great service and advice, easy to deal with."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Easy to talk to"

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been with Chuck for a few years now. Always friendly, informative, helpful and approachable. Would recommend him to anyone seeking insurance and super guidance."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He listens to our requirements and acts accordingly, when we need more funds he does the reserch and then advises the way to arange them. Wes 3496"

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

"Always responds quickly to any questions we have."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Responsive and easy to deal with"

  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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  3. Comment
  4. Questions
  5. Details

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