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

Suite 2, 106 William Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Direct Advisers Pty Ltd

AFSL 236855