All Topics / Help Needed! / Looking for a Financial Advisor

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  • Profile photo of jesse pawlowskijesse pawlowski
    Participant
    @pennypacker
    Join Date: 2015
    Post Count: 7

    G-day people

    My name is Jesse and I’m looking for a financial advisor in the sydney area. I have some financial goals in mind that i would like to achieve but would love some professional advice and clarity to help set me in the right direction.

    Quick Bio , I’m a 30 years old male and I’m employed in WA and work in the offshore oil and gas industry. I want some advice on where it might be best to invest my money.

    Profile photo of BennyBenny
    Moderator
    @benny
    Join Date: 2002
    Post Count: 1,416

    Hi Jesse,
    One I know, and used personally while based in Sydney a few years back, is Nick Moustacas of Strategic Wealth Management. He is located around Hurstville. Here is his website – http://strategicwealth.com.au/financial-planning/

    There are some on here too who are FP’s, but I don’t know any of them like I know Nick M. I hope others on here can recommend other FP’s to give you some choice,

    Benny

    Profile photo of jesse pawlowskijesse pawlowski
    Participant
    @pennypacker
    Join Date: 2015
    Post Count: 7

    Hey Benny

    Hey mate thanks for the info, i live south of Hurstville so thats handy. I will look him up and see if i can arrange an appointment. Also would you recommend talking with a few different FP’s and comparing advice received.

    Jesse

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Yes definitely Jesse.

    Although in saying that I am sure Nick is like the rest of us and he will charge for his time and any Statement of Advice.

    Cheers

    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    I am a financial advisor too – see http://www.finwealth.com.auu

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

Viewing 5 posts - 1 through 5 (of 5 total)

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