Steve Grabowski

Grabowski Financial Planning Pty Ltd

Gold
20 Yrs Experience
Narellan, NSW 2567
Wouldn't it be nice to be able to do What you Want, When you Want and with Who you want. Financial freedom.

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Certificate in Applied Finance
  • Language spoken
    • English

Grabowski Financial Planning Pty Ltd

Unit 6, 6 Somerset Avenue
Narellan, NSW 2567

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Wednesday
  • 9:00am – 8:00pm Thursday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
4 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—4 of 4

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5.00

"Steve helped us sort out the mess our previous financial planner left us."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"great service, went out of his way to help. Recommend Steve to all my family and friends."

  • Government Assistance
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first contacted Steve 12 months ago to help me with my Superannuation needs. He not only helped to manage and grow my super but assisted with insurance plans and investment ideas. His professional yet easy care manner makes it a pleasure to deal with him and you are comfortable having him look after your financial needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years as an entrepreneur, businessman, marketer and fundraiser I've met a lot of people in our community that are working hard for their own business and the common good. I've known Steve Grabowski during this time and as a former President of Narellan Chamber of Commerce and he's one of those kinds of business people. He's got the big picture for the community, his business and he sees the big picture for his clients too. He's honest and ethical and I believe the kind of person you'd want to look after personal financial planning."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services

Level
5 - Diploma
Institution
Commonwealth Bank
Completed
2003

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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