Australia: Recommended financial advisors?

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Topic Author
Aa_ron
Posts: 2
Joined: Sat Jun 12, 2021 6:07 pm

Australia: Recommended financial advisors?

Post by Aa_ron »

Hello everyone. Would love recommendations for for-fee financial advisors based in Sydney. Many thanks!
Hockey Monkey
Posts: 65
Joined: Thu Aug 13, 2020 10:23 pm

Re: Australia: Recommended financial advisors?

Post by Hockey Monkey »

Whilst I haven’t used his services personally, I’ve seen Kyle being highly recommended

https://www.millennialindependentadvice.com.au/
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andrew99999
Posts: 856
Joined: Fri Jul 13, 2018 8:14 pm

Re: Australia: Recommended financial advisors?

Post by andrew99999 »

I've spoken to Kyle personally on a few occasions about both financial planning topics and when I was considering moving into that as a career. He seems highly competent and ethical (also qualified to give tax advice). His fees are clear and on his website. Fee for service. No AUM-based fees or commissions. Does not push you into ongoing fees. Does not try to set you up with investing platforms that allow ongoing advisor fees to be taken from you while you forget about it in the background.

Having said that, it's still a good idea to interview a few (at least 3), ask their investment philosophy (active or passive — and run from active), and of course, always check they're licenced.
Topic Author
Aa_ron
Posts: 2
Joined: Sat Jun 12, 2021 6:07 pm

Re: Australia: Recommended financial advisors?

Post by Aa_ron »

Many thanks!
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