Hakan Ozyon

Hejaz Financial Services

Gold
8 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Hejaz Financial Services

Level 9, 2 Queen St
Melbourne, VIC 3000

Opening hours

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

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Master of Professional Accounting
    • Master of Professional Accounting
  • Language spoken
    • English

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Hejaz Financial Advisers Pty Ltd

AFSL 517686

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Great feeling of confidence when working with someone so educated in the field."

  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He will provide you with information and take as much time as necessary to explain a proposed transaction and make sure you understand exactly what is going to happen."

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

"Hakan is certainly my trusted adviser as he genuinely considers my best interest before anything else. Absolutely trustworthy and credible."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"One of my friend recommended Hejaz Financial Services to me. She has been their clients for 3 years. Initially, I had a phone conversation to ask where to invest my super. The team at Hejaz were quite professional to explain and clarify my questions in a patient way that was understandable for a person like me with limited knowledge in this regard which make me fairly comfortable to leave the investments with them. Now, even the returns have proven to me that it is worth to trust them and the result is well above average. Online services and staff availability is amazing."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Genuinely cares about his clients and their best interest, dedicated for the community and people, Vast knowledge in Financial markets and portfolio construction. I would highly recommend him and his financial planning practice."

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

"Excellent, very thoughtful towards his clients. Would recommend him to anyone."

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

"Great advice, excellent investments and returns!"

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

"Excellent knowledge and expertise. Highly recommended A1"

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

"Hakan is a exceptional adviser and would recommend him to everyone. A1"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Professional Accounting

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2014

Master of Professional Accounting

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2015

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2014

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Certified Practising Accountants Australia (CPA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

Institute of Public Accountants (IPA)

Membership type
Associate
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