I have over 20 years in financial experience as a former Chartered Accountant and now as a Certified Financial Planner. Being an independent adviser means that there are no conflicts of interest when recommending products as part of your personal advice.
My siblings and I approached Debbie for advice when our mother had to go into residential aged care. Debbie helped us to see what sort of accommodation deposit we could afford. Debbie also assisted us in organising our mother's finances going forward.
As a result of previous experience we had lost all faith in the financial services industry. We were particularly keen to identify a truly independent financial adviser, that is, someone whose advice would be completely free of any potential conflict of interest. We needed assistance in a somewhat urgent situation where we needed independent financial advice about whether or not it was wise to proceed with the purchase of a villa in a retirement village. We were particularly keen to determine whether or not entering into such a financial arrangement would leave us in a secure position when it comes to future aged care needs. Debbie very kindly provided that advice in a shorter timeframe than usual. We had a few meetings via Zoom and we were confident that Debbie understood our situation. We appreciated her advice and have acted upon it.
I wanted to have a review of our SMSF and the strategies we had adopted carried out by an independent adviser. We chose Debbie on that basis and were very happy with her Report/Financial Plan with recommendations and reasons for some changes. We are in our 70s and it was reassuring to get an unbiased Statement of Advice on how we could better secure our funds while still earning the income we need. I would have no hesitation in recommending her for anyone needing financial advice.
I was in a situation where my mother was suffering from dementia and had to go into care. I was totally ignorant of her financial affairs when I was forced to assume control over them. Deborah was able to streamline this process and uncover much of the information needed while keeping me informed and up to date. I found her help to be invaluable.
Deborah gave me advice on investing and preparing for the future. She was able to create a plan tailored to suit my needs. As a first time investor, I appreciated how thoroughly she explained her recommendations and helped me execute them at every step of the way. I would definitely recommend her to others seeking an adviser!
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
Liquidity Independent Advisers122 Flora St
Sutherland, NSW 2232
- 9:00am – 5:00pm Monday – Friday
Liquidity Independent Advisers