Sandy Miller

Ri Advice Group Pty Ltd

Gold
34 Yrs Experience
Shepparton, VIC 3630

Recent reviews

Ri Advice Group Pty Ltd

137 Maude St
Shepparton, VIC 3630

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • 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

clients are offered a choice of four different service level packages personalized to their needs

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
5 Reviews
5
4
3
2
1
4.55
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Sandy always provide advice in my best interest"

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Extremely helpful"

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Sandy Miller profile photo

Sandy Miller responded on July 2017

"thank you for your rating. Let me know how I can improve"

5.00

"I just hit 65 years of age and have been very concerned about how my finances will support me well into the future. It's been a great sigh of relief to have Sandy manage all of this for myself and my partner. She explains and demonstrates things in a very methodical and understandable way. Our financial situation is starting to look the best and most stable it has been for quite some time. I am very happy to recommend Sandy to anyone who is uncertain or worried about their financial future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Sandy Miller profile photo

Sandy Miller responded on July 2017

"thank you so much. We enjoy working with you and look forward to many more happy years as your adviser."

4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Sandy Miller profile photo

Sandy Miller responded on July 2017

"Thank you Rhonda, let us know if there is anything else we can do for you"

Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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