Liz Hughes

Wealthspring Financial

Gold
21 Yrs Experience
Sydney, NSW 2000

Recent reviews

Wealthspring Financial

Level 25, 88 Phillip St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

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

"Liz has given me advice on my transition to retirement and the most effective strategies for utilising my Superannuation into old age. She has offered me information and support on budgeting and cashflow. She is always available when I need her assistance and Liz and her team have gone above and beyond to resolve any admin issues with my Super fund. I am both confident and relieved that she will be on my team when I need to navigate government assistance and aged care in the future. I have already recommended Liz to several of my friends."

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

"Liz is highly competent, diligent and trustworthy. Her financial planning advice is well researched, appropriately tailored to my situation and reliable. I highly recommend her services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • 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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Bachelor of Arts (Psychology)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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