Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Authored by me:
Reviews
4.7
out of 5 starsPam
56-65 years old"PJ assisted my siblings and I in looking at options to organise the bond required for my mum’s entry into an aged care facility. The option we went with was explained very clearly in ‘layman’s’ terms by PJ and he ensured we all had full understanding of what we were entering into. His communication, availability, expertise and guidance during this difficult time was excellent and so appreciated. "
13 Sep 2019Ian
65+ years old"PJ has me great support and advice on self managed super funds. Through his experience and knowledge, I feel very confident that the advice given best suits my needs. PJ is generally available to provide full care and attention when I’ve needed it."
12 Sep 2019David
56-65 years old"I Have known PJ for several years now, he was recommended by a couple of friends. In this time I have found him very helpful and can offer options re finances and investments."
12 Sep 2019Karen
35-45 years old"PJ has been very patient with both my husband and I in helping us understand our super, SMSF, mortgage and insurances. He is outstanding in his field and we have received the care and attention we needed to make the right decisions for our present and future."
12 Sep 2019Gail
56-65 years old"PJ has been my financial advice for over 3 years however I have known him for over a decade. He has given me advice in areas including loan products and my self managed super fund. PJ was usually able to explain things to me in a clear way, generally the short comings at my end. Based on PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive PJ's full care and attention when I needed it."
12 Sep 2019Mark
46-55 years old"I have had PJ look after myself for a number of years now. During this time I have been completely satisfied with his service and guidance, and whenever required, even at short notice, been able to arrange a face to face meeting with him to discuss important issues. Having a self managed super fund, the advice received from PJ with situations arising in global markets has stood me in a sound position to minimise any 'bumps in the road'. Thanks PJ."
12 Sep 2019Videos
My Expertise
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Expat Finance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Property Investment
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 13 Years
- Highest qualification
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Bachelor of Economics
- Industry Memberships
-
0 total
- Address
- Level 2 619 Pacific Highway
St Leonards, NSW, 2065 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Keystone Financial
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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 adviser 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
INTREPID BUSINESS SOLUTIONS PTY LIMITED
-
Licensee owned by
INTREPID BUSINESS SOLUTIONS PTY LIMITED
My Qualifications
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Diploma of Financial Markets (2008)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
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Bachelor of Economics (1993)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Creighton University
My Memberships
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Pam
56-65 years old"PJ assisted my siblings and I in looking at options to organise the bond required for my mum’s entry into an aged care facility. The option we went with was explained very clearly in ‘layman’s’ terms by PJ and he ensured we all had full understanding of what we were entering into. His communication, availability, expertise and guidance during this difficult time was excellent and so appreciated. "
13 Sep 2019Customer opinions
Ian
65+ years old"PJ has me great support and advice on self managed super funds. Through his experience and knowledge, I feel very confident that the advice given best suits my needs. PJ is generally available to provide full care and attention when I’ve needed it."
12 Sep 2019Customer opinions
David
56-65 years old"I Have known PJ for several years now, he was recommended by a couple of friends. In this time I have found him very helpful and can offer options re finances and investments."
12 Sep 2019Customer opinions
Karen
35-45 years old"PJ has been very patient with both my husband and I in helping us understand our super, SMSF, mortgage and insurances. He is outstanding in his field and we have received the care and attention we needed to make the right decisions for our present and future."
12 Sep 2019Customer opinions
Gail
56-65 years old"PJ has been my financial advice for over 3 years however I have known him for over a decade. He has given me advice in areas including loan products and my self managed super fund. PJ was usually able to explain things to me in a clear way, generally the short comings at my end. Based on PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive PJ's full care and attention when I needed it."
12 Sep 2019Customer opinions
Mark
46-55 years old"I have had PJ look after myself for a number of years now. During this time I have been completely satisfied with his service and guidance, and whenever required, even at short notice, been able to arrange a face to face meeting with him to discuss important issues. Having a self managed super fund, the advice received from PJ with situations arising in global markets has stood me in a sound position to minimise any 'bumps in the road'. Thanks PJ."
12 Sep 2019Customer opinions
Narayan
46-55 years old"PJ has given me advice in self managed super fund and managing it very professionally."
11 Sep 2019Customer opinions
Andre
56-65 years old"My relationship with PJ started when I commenced my property investment journey and he has not only taken care of all my loan applications and obtained excellent deals, but his knowledge and experience with both the property and share market has provided me with guidance and support when purchasing properties and personal shares. PJ now also manages my SMSF and is doing a great job taking care of all the admin and regulatory requirements whilst promoting sound investment strategies. He is always available to communicate and responds quickly to any changes that could benefit me. "
11 Sep 2019Customer opinions
Clare
56-65 years old"PJ came up with a creative solution that enabled us to exit successfully from a costly finance arrangement for a $7 million property development. He also kept us informed and chased us and the lender as needed until the day it settled. He knows how to get things done! "
11 Sep 2019Customer opinions
Jon
46-55 years old"PJ has been assisting me with my financial needs and wealth growth for 15 years and I'm very happy. Recently I've established a SMSF which he manages and I'm very happy with both the results and his level of communication. If I need any advice he is quick to respond "
02 Jun 2019Customer opinions
Judi
65+ years old"PJ has, without hesitation, given his time and sound advice to myself and my two sons. This advice covers a diverse range of investments held in my own self managed super fund. PJ takes queries seriously and acts on them immediately. I am constantly most grateful for his diligence and sound advice. He has very adequately discussed and advised my sons on matters regarding personal investing, starting a small business and career advice."
28 May 2019Customer opinions
Marilyn
65+ years old"PJ has given me advice as required."
25 May 2019Customer opinions
Marina
35-45 years old"PJ has given my partner and advice in many different areas, just to name a few, creating a SMSF, Loan products, and investing in Shares. PJ, gives you his complete attention and speaks very clearly and ensures you understand him and the advice he provides. My partner and I feel confident that the advice given is right for our needs. Thanks PJ"
25 May 2019Customer opinions
Darren
35-45 years old"P.J's extensive knowledge of market conditions is brilliant. His friendly approach to my investment strategies is refreshing. He really wants me to succeed in my wealth creation and often keeps me focused. I would recommend his business to anyone looking for a wise path through these forever changing markets we are experiencing. His ability to break things down to easy everyday terms makes P.J very clear to understand and comprehend. "
24 May 2019Customer opinions
G
35-45 years old"PJ explains things clearly and in easy to understand ways for people who are not in the financial area or are not fully appraised of newer areas such as SMSFs or planning for retirement and share management. "
23 May 2019Customer opinions
Simon
46-55 years old"PJ has been a great assistance in helping us after we lost so much in the GFC. We have been very shy about investing since but PJ delivers a calmness of approach to investing, common sense advice. We are very happy to have met PJ and will be with him for a long time. "
12 Apr 2019Customer opinions
Amanda
35-45 years old"PJ set up our SMSF and has been very helpful in providing advise and support. PJ cares about the needs of his clients and has a great depth of knowledge and experience, we are confident that his advise will suit our current and future needs. I would recommend PJ's services to my friends and family."
16 Mar 2019Customer opinions
David
46-55 years old""PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was often able to explain things to me in a clear way. Through PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive PJ's full care and attention when I need it.""
01 Feb 2019Customer opinions
Marina
35-45 years old"PJ has assisted my partner in getting our first mortgage. He’s also given great advice on investments and is currently assisting us with our super. We are very happy with PJ’s as he’s helped with many things. He’s always very professional, clear and thorough. "
07 Dec 2018Customer opinions
Andrew
35-45 years old""PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was always able to explain things to me in a clear way. Through PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I received PJ's full care and attention whenever I needed it.""
07 Dec 2018Customer opinions
Geoff
56-65 years old"PJ is assisting me to have my investments tuned for retirement."
06 Dec 2018Customer opinions
Anissa
46-55 years old"PJ and his company’s financial advice has been extremely beneficial to our family reaching our financial goals over the past year. I would recommend his services to anyone interested in building wealth and managing finances. "
05 Dec 2018Customer opinions
John
Under 35 years old"Pj is an awesome advisor. He is very direct and he is always sharing latest info and techniques to help me with my financial life."
23 Nov 2018Customer opinions
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