Abdul El-Dib

Create and Protect Pty Ltd

Bronze
11 Yrs Experience
Clayton, VIC 3168

I believe that everyone has the right to enjoy a good quality of life regardless of his or her financial situation. I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth. I have over 17 years’ experience in the finance industry. My business philosophy is driven by my clients’ best interests.

Establishing the two companies both have been recognized for commitment to professional excellence, quality advice, client service and innovation in business.  

Create and Protect won the MLC Rapid Growth Business Award in 2014. Customer Service firm of the year SMSF and Accounting awards 2017. SMSF firm of the year SMSF and Accounting awards 2018. 

Fast Repay Home Loan won MFAA VIC/Tas Diversified Business Award 2018.  Finalist Best Customer Service Office 2019 The Adviser.

I am a Financial Planner and Tax (Financial) Advisor. Self-managed Super Fund Advisor Specialist (SSA). Member of the Financial Planning Association of Australia (FPA) and a member of SMSF Association. I am an MFAA Credit Advisor, MFAA member and CIO member. I have completed an Advanced Diploma in Financial Planning, Diploma in Financial Services. Advanced Course in Mortgage Planning. Currently undertaking Certified Financial Planning Course. 

I am results oriented and experience great personal satisfaction from assisting clients to achieve what is important to them, through the implementation of quality advice and the clear and precise communication of complicated topics.

I specialise in the development of strategic comprehensive advice in the areas of Self-Managed Super Funds (SMSF), superannuation, wealth management, insurance, Tax Planning, pre-retirement and retirement planning.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.80
  • Number of reviews 20
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Diploma of Financial Planning
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Create and Protect Pty Ltd

Level 1, 2 Garden Road
Clayton, VIC 3168

Licensed by

Boston Reed Pty Ltd

AFSL 225738