FinancialStrategy.com.au is a human-powered, virtual financial firm. This means that we provide financial planning and investment selection tools and investment management services to your desktop.
Real people have designed the tools that you use to map your financial journey and select and manage your investments. You can pick up the phone or book a Zoom meeting and talk to a real person. You will receive the personalised financial advice you need wherever you are located.
Expertise
At a glance
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Adviser status
Bronze
- First year providing advice 1984
- Years of experience 41
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Highest qualifications
- Graduate Diploma of Management
- Graduate Diploma of Advanced Taxation Studies
- Certified Financial Planner (CFP)
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Language spoken
- English
FinancialStrategy.com.au
10 Fitzroy StKiama, NSW 2533

Meeting methods
- In person
- Phone
- Video call
Licensed by
Ad Advisory Services
AFSL 237058
