Hi, I aim to make the financial advice process as straight forward as possible. My task is to help clients make the most of their money while seeking to add clarity and certainty around their goals and objectives, and the choices for moving forward. At FPW Financial Advice we assist many people with growth in superannuation using Retail funds or a Self Managed Super Fund, we develop a strategy for optimising resources and lowering your tax impost. Advice can commence from any age and is sustained all through life, including retirement and the transfer of assets from one generation to the next. I would be happy to chat about your needs.
Expertise
I like to provide a flexible fee structure so that we can tailor the costs to suit each client. Therefore I can charge any combination of hourly rate fees and/or asset based fees for advice to meet clients needs. An initial meeting is usually for 90 minutes and costs $275 (incl gst) and you can ask 101 questions.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 12
- First year providing advice 1999
- Years of experience 25
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
FPW Financial Advice Pty Ltd
36 Khartoum StWest Footscray, VIC 3012
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Count Financial Limited
AFSL 227232