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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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JC
Jorja Chandler
Office Manager · Operations
EmailPhone - JH
James Hayes
Financial Adviser & Superannuation & Retirement Specialist · Other
EmailPhone - JB
Joanne Butt
Client Service Officer · Customer/Client Service
EmailPhone - KB
Karen Butler
Administrative Assistant · General Business & Management
EmailPhone - RM
Rochelle Millar
Paraplanner · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
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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