Ursula Boorman

Direct Advisers Pty Ltd

Gold
23 Yrs Experience
Port Macquarie, NSW 2444
We might be the right financial planning firm for you if you are looking for good advice explained in a way you can understand. You can be comfortable knowing that we will always place your interests first. I am proud to be a principle of Direct Advisers. Established in 1986, Direct Advisers is a boutique, independently owned financial planning practice. At Direct Advisers we are dedicated to providing financial confidence, security and direction to help our clients achieve their financial and lifestyle goals. For 30 years we have been helping clients achieve their lifestyle aims, plan for retirement, protect their wealth and their family’s future, and build strong financial foundations. We provide best practice financial advice, with particular expertise in superannuation and self managed superannuation funds, investment and portfolio management, aged care fees, estate planning and we provide a discount stockbroking service.

Expertise

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Direct Advisers Pty Ltd

106 William Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Direct Advisers Pty Ltd

AFSL 236855

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

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5.00

"Ursula gave me excellent advice with my needs regarding my recent retirement, she worked through the Centrelink process, gave great advice, explained everything thoroughly, explained how to manage my superannuation funds. I would definitely refer her to any of my friends, she was extremely thorough, knowledgable , and friendly, made me feel very comfortable."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have entrusted our financial affairs with Ursula Boorman for 15 years .She got us through the GFC with skill and good judgement.She has been able to guide us through our changing life stages and needs perfectly.Of priceless value is the sense of trust and ethical and professional standards Ursula clearly values and implements in all her dealings with us.In a world of ever changing rules and regulations around finance we know Ursula maintains professional development and that her advice is informed and contemporary."

  • Government Assistance
  • Superannuation
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1994

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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