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 starsJon
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 2019Judi
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 2019Marilyn
65+ years old"PJ has given me advice as required."
25 May 2019Marina
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 2019Darren
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 2019G
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 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
- Gold
- Years Experience
- 13 Years
- Highest qualification
-
Economics Degree
- 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
-
Company
Keystone Financial
-
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 Services (2008)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan
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Economics Degree (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
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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