Richie Sorensen

Findex Advice Services Pty Ltd

Silver
10 Yrs Experience
Coffs Harbour, NSW 2450

Recent reviews

Findex Advice Services Pty Ltd

107 West High Street
Coffs Harbour, NSW 2450

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 25
  • First year providing advice 2012
  • Years of experience 10
  • 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. Get in touch

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

4.85
25 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"Richie is very helpful and explains things extremely clearly. Couldn’t wish for a better advisor."

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

"We are very satisfied with Richie and feel comfortable with the way he helps us manage our affairs."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We find Richie pleasant, informative and willing to help wherever possible. So far everything seems to be going well."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"He is approachable for advice. Will always return our calls."

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

"Richie is very honest and trustworthy and explains things in a straightforward manner which is easily understood. I would highly recommend him ."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very attentive and responsive to our needs. Provides expert advice."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As an life insurance professional myself, I know the importance of a top quality financial adviser.... Richie is this. Richie is easy to deal with and explains everything at a level which one understands. Any questions I have, Richie is always there to answer them. He's prompt, professional and astute. I have and will continue to recommend Richie to my family/friends."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012
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