Tony Siragusa

Siragusa & Co. Pty Ltd

4.80
3 Reviews
Silver
36 Yrs Experience
Reservoir, VIC 3073

Recent reviews

Siragusa & Co. Pty Ltd

940 High Steet
Reservoir, VIC 3073

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 3
  • First year providing advice 1986
  • Years of experience 36
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

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

Licensed by

Money Guidance Pty Ltd

AFSL 241407

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

Sort by

5.00

"I have been a client of Tony's for many years and have always found him approachable and helpful. I've also dealt with Michael and, between the two of them, have received the assistance that I need."

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

"Tony is an extremely caring and a genuine man. He has been looking after my financial affairs for nearly 5 years . He was recommended to me. I was not eager to meet any advisor as I my past experiences were not good. At my first meeting I was confident to be led by Tony. He listened to me and is extremely interested in my financial needs. He treats me as valued client. No question is too hard to answer I highly RECOMMEND Tony....."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"he makes sure that I understand everything and takes the time to explain the reasons why he is recommending what I should do"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certificate of Qualification

Level
0 - Training / Exam / Other
Institution
Independent Centre of Investment and Financial Planning
Completed
1986

Certificate in Business Studies

Level
0 - Training / Exam / Other
Institution
Phillips Institute
Completed
1981

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Institute of Public Accountants (IPA)

Membership type
Member
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