Colin De La Nougerede

Cdn Financial Services

Platinum
22 Yrs Experience
Midland, WA 6056
My passion is to help and guide my clients and their families to achieve their financial and lifestyle goals. I do this in a professional, friendly and trust worthy manner, ensuring the best interests of my clients is the priority- to be your adviser of choice. With 20+ years experience in the financial planning industry at a senior level and 35+ years overall working for major global and Local financial institutions, it has allowed me to provide holistic and strategic advice to best suit my client's needs. Good financial advice starts with a good listener and I pride myself on listening so I can better understand your personal situation in order to deliver the best outcome. I believe in good old fashioned service and advice that is communicated so it is easy to understand. Having worked as a planner for a Major Bank for numerous years and the changes occurring- I decided to start my own business where I can provide the service and impartial advice that best suits my clients needs. I look forward to the opportunity to have a chat and be of assistance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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. Get in touch

My fees are flexible to assist with client needs and cash flow requirements to best suit the client. I do not charge both fee structures for Ongoing advice only one applies fixed or asset based % fees.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 47
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Cdn Financial Services

Unit 32, Villagio Appartments Building, 5 Keane Street
Midland, WA 6056

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.90
47 Reviews
5
4
3
2
1
4.85
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 47

Sort by

5.00

"Colin advised me in my transition into retirement. This has included conducting an investment profile for me, formulating a financial plan to match my profile, and then implementing and providing ongoing management and periodic review of my financial plan. Colin is an extremely competent finanical adviser. I have complete trust and confidence in his advices, and in the management of my funds. His advices are always accurate and detailed. He is accessible and will always revert within a promised time frame. Colin is highly professional and I have the same experience with his staff and office. I have no hesitation in recommending Colin anyone who prefers direct contact with their finanical advisers rather than corporately or through an institution."

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

"Colin is a professional in his field he is genuine and caring in his approach and with extreme patience enables one's understanding of the complexities involved with all things financial. I trust and rely on his expertise & have no hesitation in recommending Colin to anyone. Thank you Colin for your diligence. Lorraine"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very helpful and happy with results"

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

"My husband and I have full confidence in Colin's advice and assistance to date. He has displayed paience, tolerance, understanding of our situation financially and given us excellent service and advice over the many years we have been his clients."

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

"Mr Colin de la Nougerede is professional, ethical and very personable. He is a very good listener and 'hears' what you have to say. He treats both husband and wife with respect and answers any questions with an intelligent response. His ability to sort through complex financial issues is admirable and trustworthy. Leila 6108"

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

"i would recommend colin to anyone, he has helped us with everything,and saved us.A great professional person thanks for your help."

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

"Colin has done lots of great work for me over many years Colin is someone I trust"

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

"Colin is very helpful and has a pleasant manner. He takes the time to explain how changes to rules may affect our investments."

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

"Great guy, easy to understand, he understands what I want and has great advise on how to invest my money, as I am not very money savvy."

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

"we have always found colin to be thoughtful & very helpful"

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 47

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

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

Qualifications & Training

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1982

Self Managed Superannuation Funds (SMSF)

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

Diploma

Level
5 - Diploma
Institution
eAcademy
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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