Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
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Reviewer opinions
About me
Although I’m a financial advisor, my family is the most important thing in my life. Without my two beautiful children and my wife, who is, indeed, my ‘better half’, my purpose in life would be gone. The time I spend with them is the most important time in my day. That’s why, when it comes to giving financial advice in the company I founded – Prospaerum Financial Planning – I understand how important your family’s future is to you. I can help you to protect your family’s future and the future of your business. I value honesty and sincerity, which is why my financial advice to you is not always what you want to hear. But it will always be what you need to hear. I work hard, and I like clients who are willing to work hard to achieve what I know they can achieve. I’m not into making things sound complicated just to make me sound like an expert. I prefer to simplify things for you, help you to understand, and take you step-by-step through the financial advice I give you. After all, it’s your life. I enjoy seeing the delight on my clients’ faces when the plans that we have set in place actually come to fruition. My clients are long-term and I love it when they become friends.
Authored by me:
Reviews
5
out of 5 starsCliff
35-45 years old"I have been dealing with Albert for many years now and I cant speak highly enough of him. His knowledge and advice is exceptional and always goes above & beyond to provide outstanding service. I wouldn't hesitate to recommend him to others."
27 Mar 2019Daniel
35-45 years old"Albert is knowledgeable, trustworthy and empathetic. He shows great attention to detail and knowing he is there to help is a great comfort to my family. I recommend him to my friends"
24 Mar 2016Deborah
35-45 years old"I found Albert to be thorough, genuine, trustworthy and knowledgeable. I couldn't have asked for a more supportive financial adviser, who constantly kept me in the loop on the progress of the super claims and patiently explained all the financial intricacies to me. I was overwhelmed by the passion he showed as he advocated relentlessly on my behalf with the various insurance and superannuation companies."
11 Nov 2015Gundeep
years old"Albert was very forth coming to understand my needs for risk insurance in context to my overall position. He explained the finer points of different risk types and how various products can fulfill that need. My feeling of dealing with him was that I can trust and rely on the advice provided. "
08 Jul 2015Sean
years old"Albert is tirelessly professional. I believe his skill and knowledge of his field saved us a considerable amount of money and time. I’d happily recommend his services to anyone."
08 Jul 2015Tiina
years old"Albert reviewed our existing superannuation arrangements in depth. Upon consulting with us we then agreed to switch to a fund manager with cheaper fees but no loss in terms of depth of products and future flexibility in terms of changing our investment priorities for our super. Albert also adjusted our portfolio to maximise our returns. We had too much sitting in cash and have now got a better distribution across a broader spectrum of products, including Australian and international equities. Albert also analysed our insurance policies. He recommended a consolidation to one insurer and was able to negotiate a review of existing clauses with our new insurer. In a nutshell this lead to a substantial reduction in our premiums with an increase in our coverage, a great 'win-win'. Albert is very professional and flexible, but ultimately he is someone we could trust who offered sound advice in the nicest possible way. We highly recommend his services as a Financial Adviser. "
08 Jul 2015Videos
My Expertise
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Insurance & Protection
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 10 Years
- Highest qualification
-
Advanced Diploma of Financial Planning
- Industry Memberships
-
1 total
- Address
- 527 Old South Head Road
Rose Bay, NSW, 2029 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
1st Street Financial
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Charter Financial Planning Limited
-
Licensee owned by
AMP LIMITED
My Qualifications
-
Advanced Diploma of Financial Planning (2013)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
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Diploma of Financial Services (Financial Planning) (2010)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
My Memberships
-
Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- starting from $550
- Ongoing Advice
- starting from $550
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Cliff
35-45 years old"I have been dealing with Albert for many years now and I cant speak highly enough of him. His knowledge and advice is exceptional and always goes above & beyond to provide outstanding service. I wouldn't hesitate to recommend him to others."
27 Mar 2019Customer opinions
Daniel
35-45 years old"Albert is knowledgeable, trustworthy and empathetic. He shows great attention to detail and knowing he is there to help is a great comfort to my family. I recommend him to my friends"
24 Mar 2016Customer opinions
Deborah
35-45 years old"I found Albert to be thorough, genuine, trustworthy and knowledgeable. I couldn't have asked for a more supportive financial adviser, who constantly kept me in the loop on the progress of the super claims and patiently explained all the financial intricacies to me. I was overwhelmed by the passion he showed as he advocated relentlessly on my behalf with the various insurance and superannuation companies."
11 Nov 2015Customer opinions
Gundeep
years old"Albert was very forth coming to understand my needs for risk insurance in context to my overall position. He explained the finer points of different risk types and how various products can fulfill that need. My feeling of dealing with him was that I can trust and rely on the advice provided. "
08 Jul 2015Customer opinions
Sean
years old"Albert is tirelessly professional. I believe his skill and knowledge of his field saved us a considerable amount of money and time. I’d happily recommend his services to anyone."
08 Jul 2015Customer opinions
Tiina
years old"Albert reviewed our existing superannuation arrangements in depth. Upon consulting with us we then agreed to switch to a fund manager with cheaper fees but no loss in terms of depth of products and future flexibility in terms of changing our investment priorities for our super. Albert also adjusted our portfolio to maximise our returns. We had too much sitting in cash and have now got a better distribution across a broader spectrum of products, including Australian and international equities. Albert also analysed our insurance policies. He recommended a consolidation to one insurer and was able to negotiate a review of existing clauses with our new insurer. In a nutshell this lead to a substantial reduction in our premiums with an increase in our coverage, a great 'win-win'. Albert is very professional and flexible, but ultimately he is someone we could trust who offered sound advice in the nicest possible way. We highly recommend his services as a Financial Adviser. "
08 Jul 2015Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
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