Or Giladi

Shine Financial Solutions

Gold
14 Yrs Experience
Frenchs Forest, NSW 2086

Recent reviews

Shine Financial Solutions

58 Tallowood Way
Frenchs Forest, NSW 2086

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 5
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Arts (Honours)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.65
5 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.45
Customer care
4.45
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Or Giladi is very clear, professional & personal in all the things he does for me. He is always prompt in his response to any of my questions."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been using the services Or provides for 17 years and we would never go anywhere else. His advice, manner and professionalism and above all, trustworthiness are outstanding! He has made managing all of our financial needs a breeze."

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

"Mr Or Giladi is a true professional, helping me increase my super over years. He is totally trustworthy & does his best for his clients I have recommended him to my family & friends & will continue to do so. Thank you Or, from all of my family & friends"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Great and clear advise."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mr Giladi is cluey and thorough. I like him because he doesn't come over as 'pushy'."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1992

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2010

Bachelor of Arts (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Monash University (MON)
Completed
1993

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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  4. Questions
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