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Cathy Fryer

 Cathy Fryer

Share profile:
19-21 Central Road Suite 30
Miranda
NSW
2228
AU

Overview CONTACT THE ADVISER

Cathy Fryer Cathy Fryer

total Reviews

10

Experience

19yrs

Status

Platinum

Overall Adviser Rating

90

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Company:

Fryer Financial Services Pty Ltd
Fryer Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Socially Responsible InvestmentsSocially Responsible Investments
My fees
  • Free Initial Consultation

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 10 total)See all

"I've consulted Cathy Fryer through a variety of family financial circumstances. The things I've most appreciated along this complex journey have included: • her awareness and competence regarding Centrelink and Superannuation, • her flexibility to customise our relationship according to the changes in our circumstances, • her professionally competent and unified office team. Fryer Financial Services meshes warm personal relationship and careful listening with the financial business at hand. Philip Parker (Bowral) "

Philip, 56-65 16 May 2018

" We have been clients of Fryer Financial Services for over 12 years and during this time we have had the pleasure of recommending Cathy to friends and family with the utmost confidence, due to the excellent advice and service both given and received. Over this time Cathy has taken the time familiarise herself with our needs and our requirements for retirement. Both before and since retirement her service and advice has been exemplary. We found her knowledge and expertise in the area of superannuation with all it's complexities, including Centrelink entitlements has been invaluable to us as to navigate this on our own was overwhelming. As we approached retirement, she spent time with us to help us complete all the necessary paperwork, that on it's own was a daunting task. Cathy has always given us wise counsel and has gone the extra mile as have her team in the office. Jeff & Wendy Speers Point 2284"

Jeff & Wendy , 65+ 16 May 2018

"Cathy has managed my finances to complete satisfaction for the past 12 years. I particularly appreciate her communicating with Centerlink on my behalf utilising her excellent knowledge of their system. Her support staff in the office are always pleasant and helpful - they make a good cup of coffee too."

Denis, 65+ 15 May 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • Garvan Financial Planning-Practice of the Year Award (2015)
  • MLC Advice Partnerships - NSW Awards Emerging Talent Cathy Lowder (2013)
Years of experience
  • 19 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 30
19-21 Central Road, Miranda
NSW 2228 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 9PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 10 Total Reviews
Philip, 56-6516 May 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I've consulted Cathy Fryer through a variety of family financial circumstances. The things I've most appreciated along this complex journey have included: • her awareness and competence regarding Centrelink and Superannuation, • her flexibility to customise our relationship according to the changes in our circumstances, • her professionally competent and unified office team. Fryer Financial Services meshes warm personal relationship and careful listening with the financial business at hand. Philip Parker (Bowral) "

Jeff & Wendy , 65+16 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" We have been clients of Fryer Financial Services for over 12 years and during this time we have had the pleasure of recommending Cathy to friends and family with the utmost confidence, due to the excellent advice and service both given and received. Over this time Cathy has taken the time familiarise herself with our needs and our requirements for retirement. Both before and since retirement her service and advice has been exemplary. We found her knowledge and expertise in the area of superannuation with all it's complexities, including Centrelink entitlements has been invaluable to us as to navigate this on our own was overwhelming. As we approached retirement, she spent time with us to help us complete all the necessary paperwork, that on it's own was a daunting task. Cathy has always given us wise counsel and has gone the extra mile as have her team in the office. Jeff & Wendy Speers Point 2284"

Denis, 65+15 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Cathy has managed my finances to complete satisfaction for the past 12 years. I particularly appreciate her communicating with Centerlink on my behalf utilising her excellent knowledge of their system. Her support staff in the office are always pleasant and helpful - they make a good cup of coffee too."

William , 65+14 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I'm more than pleased to write this review on behalf of Cathy Lowder her guidance with regard to my financial situation has been excellent through good times and in particular the turn down of the economy . Her help and guidance has always been clear and supported with follow up. I have recommended her to family and friends as an adviser with with great understanding to the needs of her clients. "

Ken , 65+14 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"May 2018 I have been a client of Cathy Lowder for over 15 years. In this time Cathy has offered me advice in a number of matters and always has conducted herself in a highly professional manner. The advice Cathy has offered me has greatly improved my financial situation, which as a self-funded retiree, is of paramount importance to me. At all times I feel her dedication reflects her passion and commitment to professionalism and she has many times gone above and beyond. Kathy’s assistance in the management of my late wife’s estate is particularly noteworthy, her genuine compassion and caring at a difficult time was appreciated by both my family and myself. I knew I could rely on Cathy to handle anything pertaining to my wife’s estate and that she would follow up if required, which meant both my family and I could concentrate on other things. "

Peter, 65+13 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Cathy and her friendly staff have been of great assistance to us over many years. They have assisted us with not only our super fund accounts but with any questions from Centrelink and our accountant. We are always keen to recommend Fryer Financial Services to any one who asks about financial matters."

Rosemary, 65+11 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been with Cathy Lowder for many years now & I have always found her services to be of an excellent & high standard. I have always received the utmost care, advice & empathy for my situation & needs. I have great confidence in Cathy for my future needs as they occur. I never hesitate in recommending Cathy Lowder's services to my family or friends."

Wendy, 65+11 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Cathy and her team have been managing my finances for the last 5 years. It’s peace of mind knowing that there is security both now and in the future. "

Marilyn, 65+10 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Cathy is an exceptional person with skills in the Financial Industry beyond non. She shows Duty of Care to all her clients whether small or large as she is always happy to discuss our needs and sometimes just wants. I have found her exceptional in all does, be it pre or post retirement, or Centre link, always giving sound advice, which is a great help to my family. Thank Cathy"

Gail, 65+10 May 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I am in awe of Cathy. When my husband went into aged care she was able to estimate within a few cents how much it would cost me. She also spent a lot of time giving me a range of options to pay for aged care and helped me fill out the 21 page form for the government. I could not have felt more confident approaching this with Cathy."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
7
Customers

#2
Centrelink Benefits
STRENGTH
6
Customers

#2
Savings Investment
STRENGTH
6
Customers

#3
Aged Care
STRENGTH
3
Customers

#3
Household Budgeting
STRENGTH
3
Customers

#3
Preparing For Retirement
STRENGTH
3
Customers

#3
Self Managed Super Funds
STRENGTH
3
Customers

#3
Socially Responsible Investments
STRENGTH
3
Customers

#4
Tax Effective Strategies
STRENGTH
2
Customers

#5
Eco Friendly Investments
STRENGTH
1
Customers

#5
Managing Debt
STRENGTH
1
Customers

#5
Small Business Advice
STRENGTH
1
Customers

#5
UK Pensions
STRENGTH
1
Customers

x

Overall rating

90%

Catherine Fryer

Company: Fryer Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Catherine Fryer is a member of and in what capacity, the licensee or company of Catherine Fryer and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Catherine Fryer (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%