Justin Isaacs

IP Financial Advisers

Gold
17 Yrs Experience
Parramatta, NSW 2150
We are a financial planning business based in Parramatta and have been providing professional planning advice since 2011. We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 34
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

IP Financial Advisers

Suite 7, Level 1, 29 Macquarie Street
Parramatta, NSW 2150

Opening hours

  • 10:00am – 2:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.70
34 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 34

Sort by

5.00

"Very professional and easy to understand advice"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Justin to be a knowledgeable, approachable, friendly and professional advisor. He assisted us in increasing our own knowledge regarding our superannuation options as well as our current financial situation."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We leave all our super fund finances in Justin's care. We are very confident in his ability to manage our super."

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

"I have found Justin to be nothing more than helpful and always happy to help me whenever I need it.I have full confidence that he will do whatever he can to help in the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have had considerable contact with Justin albeit at a distance due to the VOVID-19 situation. As a new client he made me feel welcome and I immediately warmed to his manner and impressed with his knowledge. He has always been eager to assist and offer advice which, in these times, is what a client wants from his advisor. I have only a small superannuation however that does not stop Justin giving me his full attention when required. Yes, most impressed. Perhaps the only blemish is the wrong spelling of my christian name!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Does fine for me. I was rolled over from another manager. Justin is far more involved than him"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We highly recommend Justin as he is trustworthy and very professional and speaks in such a way that we can understand difficult commercial ideas."

  • Superannuation
  • Insurance Protection
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have found Justin to be knowledgeable and very helpful, is friendly and down to earth Would recommend him highly."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great service and regular updates in person and via email."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both my husband and myself feel that Justin explains matters in terms we both understand. Also he keeps in touch with us regularly and if something happens in the financial world which may affect us he is in contact with us very quickly."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Behavioural Finance and Wealth Management

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2020

Commercial and Corporations Law

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
TAFE Higher Education NSW
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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