Majella Wealth Advisers is a privately owned, financial planning firm based in Leichhardt and Waverton, Sydney. We are committed to offering the highest quality wealth management, wealth protection and retirement planning services. As each client has individual needs, we offer a tailored and pro-active service to a select group of clients.
Founders, Joanna McCreery and Lisa Faddy, offer clients a vast pool of investment and financial market experience together with expert strategic advice. Each have over 25 years’ experience in the finance industry with careers spanning tax accounting, funds management and financial planning. In addition, both are Certified Financial Planners and members of the Financial Advisers Association of Australia (FAAA) and Boutique Financial Planners Association (BFP).
Expertise
My fees
At a glance
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Adviser status
Gold
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Master of Business Administration (Executive)
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Language spoken
- English
Majella Wealth Advisers Pty Ltd
52 Euroka StWaverton, NSW 2060
![Majella Wealth Advisers Pty Ltd logo](https://resources.adviserratings.com.au/practices/majella-wealth-advisers-pty-ltd-18004979.png)
Meeting methods
- In person
- Phone
- Video call
Licensed by
Majella Wealth Advisers Pty Ltd
AFSL 303260
![Majella Wealth Advisers Pty Ltd logo](https://resources.adviserratings.com.au/licensees/majella-wealth-advisers-pty-limited-303260.png)