Shonel Vuletich

Essential Financial Advice Pty Ltd

Gold
11 Yrs Experience
South Bunbury, WA 6230

Recent reviews

Essential Financial Advice Pty Ltd

52 Forrest Ave
South Bunbury, WA 6230

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Economics and Financial Planning)
  • Language spoken
    • English

Expertise

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

My fees

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

The level of initial and ongoing fees varies greatly depending on the areas of advice and level of service you require.

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.85
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Shonel has always conducted herself in a professional manner. She always responds promptly to phone and email enquiries and always make you feel confident that she has her finger on the pulse."

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

"Shonel has provided financial advice to my wife and myself for over 6 years. In 2013, when I was made redundant from my previous job which I had held for nearly 40 years, Shonel quickly stepped in and provided me with advice that gave me a great deal of confidence going forward."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shonel is always just a phone call or email away if we have any enquiries. She is quick to follow up, advise and act on any change to our situation. We find her friendly, very well informed & passionate in regard to all matters in her chosen industry."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shonel is very welcoming approachable and friendly whilst maintaining a professional attitude.It is obvious she is passionate about her chosen career. It was very apparent she is an expert in financial affairs and offers her advice and services with such professionalism. She ensures you understand and feel confident when discussing and making financial decisions. Shonel offers follow up and ongoing support. I would highly recommend her services to family and friends. Sherridan"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shoneled me while my adviser Enzo was on leave she was instrumental in me getting m,y superannuation to free me from debt and take out all the stress that was in my life affecting my health etc. Regards, John Macleod."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

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

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Advanced Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Economics and Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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  3. Comment
  4. Questions
  5. Details

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