Richie Sorensen

Findex Advice Services Pty Ltd

Platinum
12 Yrs Experience
Coffs Harbour, NSW 2450

Recent reviews

Findex Advice Services Pty Ltd

107 W High St
Coffs Harbour, NSW 2450
105 Prince St
Grafton, NSW 2460

At a glance

  • Adviser status Platinum
  • Rating 4.84
  • Number of reviews 25
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • 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.

I typically charge a fixed fee for a Personal Financial Plan and advice. My on-going advice services are typically a percentage of asset-based fee.

Licensed by

Findex Advice Services Pty Ltd

AFSL 243253