All Topics / Finance / Advisor in Sydney

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  • Profile photo of brunowabrunowa
    Participant
    @brunowa
    Join Date: 2008
    Post Count: 27

    Hi All,

    Can someone please recommend a good financial advisor for investing in Sydney?

    I'm looking at getting assistance in the best way to setup my investment structure, including property and shares.

    Regards,

    Brendan

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

    Hi Brendan

    If you are looking at advice in relation to shares, investment or any financial advice then you will need to see a Licensed Financial Planner.

    Must admit i cant recommend anyone in particular for Sydney but someone else may have a recommendation.

    Cheers

    Yours in Finance 

    Richard Taylor | Australia's leading private lender

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069

    Hi Brendan

    I can’t think of a financial planner in Sydney either. However, any questions you have about property, feel free to ask on the forum – while you need to be diligent in regards to opinions offered on a public forum, there are a fair few knowledgeable folk around here who are always happy to help out.

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of Marty McDonaldMarty McDonald
    Participant
    @marty-mcdonald
    Join Date: 2010
    Post Count: 64

    Hi,

    I can recommend Peter Alvarez from Navigate Wealth. He is an independant financial planner and unlike others is not opposed to property invetsment (he is a buyers agent also). I have sent clients and friends to see him.

    http://www.navigatewealth.com.au/ContactUs.aspx

    Cheers,

    Marty McDonald | Mortgage Experts
    http://mortgageexpertsonline.com.au/
    Phone Me

Viewing 4 posts - 1 through 4 (of 4 total)

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