FinancialAdvisor.com.au Financial Planners Sydney 99 York Street, Sydney, New South Wales 2000
About the Business
Welcome to FinancialAdvisor.com.au, Sydney's leading financial advisors and financial planners. Located on York Street, we are dedicated to providing you with expert financial advice and personalized solutions to help you achieve your financial goals.
At FinancialAdvisor.com.au, we understand that everyone's financial situation is unique. That's why we offer a range of services tailored to meet your specific needs. Whether you're planning for retirement, looking to invest, or simply want to improve your financial well-being, our team of experienced advisors are here to guide you every step of the way.
As a corporate authorised representative of Australian Financial Advisory Group Pty Ltd, we adhere to the highest industry standards and are committed to acting in your best interest. Our AFS Licence No. 475300 ensures that we are fully qualified and authorized to provide you with professional financial advice.
Our team of dedicated financial planners are passionate about helping you secure your financial future. We take the time to understand your goals, assess your current financial situation, and develop a personalized plan to help you reach your objectives. Whether you're looking to grow your wealth, protect your assets, or plan for your retirement, our expert advisors have the knowledge and expertise to assist you every step of the way.
Located at 9/99 York Street, Sydney, our office is conveniently situated in the heart of the city. We welcome clients from all walks of life, whether you're an individual, a business owner, or a family seeking financial guidance. Our commitment to excellence and client satisfaction sets us apart as one of the most trusted financial advisory firms in Sydney.
So why wait? Take control of your financial future today and let FinancialAdvisor.com.au be your trusted partner on your journey towards financial success. Contact us now to book a consultation with one of our experienced financial advisors and discover how we can help you achieve your financial goals.
Photos
Location & Phone number
99 York Street, Sydney, New South Wales 2000, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"For the past 2 years Xavier has helped me better understand my finances and he has showed me a structured approach in achieving my financial goals. With clear strategies in both superannuation and share investments I have been able to effectively divert the money towards our future. Xavier is very helpful in providing financial advice and explains the options available to help you with your financial situation. Thank you Xavier for always being available and helping us!"
"I highly recommend James as a financial advisor. He's very knowledgeable and passionate about what he does, as well as being clear in communication and patient in explaining things in a simple way. He and his team have been very helpful and prompt in assisting me even when I moved overseas and I always felt like I was in good hands with them."
"For years I have struggled to navigate my way through the complex world of financial investment advice trying to understand the impacts to Superannuation, Taxation and which investment products are best for for my SMSF. I can’t tell you enough how much a relief it is, to now have the right financial professionals looking after my financial future. Since day one Xavier Lo my broker has always put my interests first, guided me through the recommendations behind the investment strategies, provided the right Tax advice along with the investment options that best suit my circumstances, which is so refreshing. I cannot speak highly enough of Xavier Lo - he is extremely professional, knowledgeable, financially savvy, very responsive and a great asset to the Financial Advisor team. I feel the weight has finally been lifted off my shoulders!! If your financial advisor isn’t looking after your interests I can highly recommend Xavier Lo and the Financial Advisor team."
"Happily utilising the services provided by FinancialAdvisor for the last 3 years. The team (and specifically Xavier) have been great in consolidating my portfolio and engaging me in decisions from day one. I have had advisors in the past who meet with you once and never touch base again. Xavier has been great in communicating options, providing guidance on decisions and facilitating conversations on a regular basis. I truly appreciate the transparency of the service he and the team provides. Xavier makes you feel like he truly has a vested interest in your portfolio/circumstances and that gives me great confidence in the services FinancialAdvisor provides. Highly recommend getting in touch with Xavier and the team!"
"I have been working with James for the past 6 years and have found him to be friendly, professional, knowledgeable and supportive from day one. James offers a personalised service, so I always know that he has my specific interests at heart and is offering what is best for my situation and my future, giving me confidence knowing my financial future is in safe hands."
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