Lou Jorge

Discovery Wealth Advisers

Platinum

23 Yrs Experience

Baulkham Hills, NSW 2153

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I have over 20 years experience in the Financial Services Industry. During that time, I have built strong long-term relationships with clients throughout Sydney, mostly in the Hills and surrounding areas.

I have extensive experience in providing advice in investments, retirement planning, retail superannuation, Self Managed Superannuation Funds, Insurance, Centrelink and Estate Planning.

I am a Certified Financial Planner and hold a Bachelors Degree in Economics from the University of Sydney. I am also a member of the Financial Planning Association.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Growing Assets

5.00 March 2024

I met Louella as I needed help with my superannuation. I had a bad experience with a previous adviser but Louella helped me get back on track. She has provided great financial advice more suitable to meet my needs and goals.

5.00 February 2024

Louella has been managing my retirement funds and offering her advice. She is professional and the advice she has offered has always been easy to understand and proved over time to be accurate. I continue to be extremely happy with the professional advice I have received and plan to continue our association in future.

5.00 January 2024

For more than 15 years Louella has been advising us on our investment portfolio. Even through the 2008 GFC, her advice has always been very accurate. We are very happy with how she has managed our investments. We have no hesitation in recommending Louella.

5.00 January 2024

I have known Louella for more than a decade and have been happy with her service. She has always acted in my best interest, listens to my concerns, providing sound advice that I am comfortable with. I have learnt to trust her capabilities.

5.00 January 2024

We trust in the advice and information that Louella provides. She is always clear and easy to understand. We are comfortable with her and have been so from the start.