Independent financial advice is advice you can trust

Why we choose to be independent financial advisers

Financial Planning Expert holds its own Australian Financial Services License (402042) issued by the Australian Securities & Investments Commission (ASIC). We do not represent a bank, life insurance company, fund manager or superannuation provider, nor are we affiliated with any institution.

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Why you can trust us

Our independence ensures we are positioned to provide you with advice you can trust. Because of this, our advice is free of conflict. Advice without conflict is advice you can trust. Like legal and medical professionals, the only payment we receive is a fee from you, the client.

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How we can help you

Financial Planning Expert is an independent financial planning practice specialising in self managed super fund (SMSF) advice for retirees and pre-retirees. Our objective is to help you make smart decisions with your money so you can achieve financial security. We listen to your issues and take the time to understand your needs, concerns and values.

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Independent financial advice – the benefits to you

As an independent advice business, we don’t have any conflicts of interest. Because of this, you can be sure we will put your interests before our own.You can also be sure we hold ourselves accountable to values that are uncompromised.

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  • About Financial Planning Expert

    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.