Clinton Teitz

Fca Financial Pty Ltd

Silver

6 Yrs Experience

Beaconsfield Upper, VIC 3808

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With over 20 years of experience in the Financial Services industry, Clinton has a broad range of knowledge across Personal Insurance, Investment/Superannuation and Retirement Planning.

Genuine and driven, he is passionate about building strong and lasting client relationships, built on a foundation of integrity and trust.

Becoming a Director of FCA in 2019, Clinton prides himself on assisting clients in building and reaching their wealth creation goals and enabling them to be more confident and educated in their financial future. In 2022, Clinton won the Affinia Rising Star Award.

Clinton has completed the Graduate Diploma of Financial Planning through Deakin University. He also has a Diploma of Financial Planning and is a member of the FPA (Financial Planning Association of Australia).

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Small Business Advice
Borrowing
Growing Assets
Wills & Estates
Budgeting

We have a fully tailored fee menu that allows for each individuals needs and is discussed during the initial consultation meeting. Our Annual Agreement Advice packages allow for high and low needs clients.

5.00 December 2020

Clinton reviewed my superannuation and gave me advice to change over to another fund that is performing better than the one i was in. He was very good at explaining everything and is very knowledgeable. I feel very confident with him looking after my superannuation investments. I would recommend anyone to speak to Clinton if they are looking at updating or need a review on their super.

5.00 June 2020

Clinton providing comprehensive advice for my investment strategy review, insurance needs and retirement financial planning. He was attentive and engaged throughout and provided balanced advice. He showed flexibility by providing his services over a videoconferencing platform due to the COVID-19 pandemic social distancing restrictions. Clinton provided one-on-one dedicated time with me to discuss my financial situation during the videoconferences. He provided information for me to contemplate all options. I am very pleased with the outcome of my financial strategy and have confidence that my retirement financial situation is strong. I highly recommend Clinton and FCA Financial.