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VerifiedFinancial Services· Founded 2012

Southern Advisory

Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. We work hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning. People seek advice because they don’t have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning. Leverage our experience and knowledge to keep up with changes in laws and regulations about tax and superannuation, understanding markets and selecting the right investment opportunity to suit your needs. These days hard working Australian's don't have the time nor the inclination to stay up to date and on top of all these issues, but it’s something financial planners do every day. Licensee: Akumin AFSL 234665 https://akumin.com.au/

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HeadquartersSydney, AustraliaEmployees9(1 to 10)Founded year2012Websitesouthernadvisory.com.auLinkedIn profileLinkedIn

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7

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6

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Top roles at Southern Advisory

6 distinct titles indexed · top 6 shown.

  • 2office manager
  • 1administrative assistant
  • 1client service officer
  • 1director
  • 1financial adviser & superannuation & retirement specialist
  • 1paraplanner

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