Positive
Reviews above 3.0 stars
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Reviews below 3.0 stars
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About me
My passion is to help and guide my clients and their families to achieve their financial and lifestyle goals. I do this in a professional, friendly and trust worthy manner, ensuring the best interests of my clients is the priority- to be your adviser of choice. With 20+ years experience in the financial planning industry at a senior level and 35+ years overall working for major global and Local financial institutions, it has allowed me to provide holistic and strategic advice to best suit my client's needs. Good financial advice starts with a good listener and I pride myself on listening so I can better understand your personal situation in order to deliver the best outcome. I believe in good old fashioned service and advice that is communicated so it is easy to understand. Having worked as a planner for a Major Bank for numerous years and the changes occurring- I decided to start my own business where I can provide the service and impartial advice that best suits my clients needs. I look forward to the opportunity to have a chat and be of assistance.
Authored by me:
Reviews
4.9
out of 5 starsPeter
56-65 years old"Colin advised me in my transition into retirement. This has included conducting an investment profile for me, formulating a financial plan to match my profile, and then implementing and providing ongoing management and periodic review of my financial plan. Colin is an extremely competent finanical adviser. I have complete trust and confidence in his advices, and in the management of my funds. His advices are always accurate and detailed. He is accessible and will always revert within a promised time frame. Colin is highly professional and I have the same experience with his staff and office. I have no hesitation in recommending Colin anyone who prefers direct contact with their finanical advisers rather than corporately or through an institution. "
25 Mar 2020Lorraine
65+ years old"Colin is a professional in his field he is genuine and caring in his approach and with extreme patience enables one's understanding of the complexities involved with all things financial. I trust and rely on his expertise & have no hesitation in recommending Colin to anyone. Thank you Colin for your diligence. Lorraine "
24 Apr 2019Leonard
65+ years old"Very helpful and happy with results"
02 Oct 2017Loretta
65+ years old"My husband and I have full confidence in Colin's advice and assistance to date. He has displayed paience, tolerance, understanding of our situation financially and given us excellent service and advice over the many years we have been his clients."
09 Sep 2017Leila
56-65 years old"Mr Colin de la Nougerede is professional, ethical and very personable. He is a very good listener and "hears" what you have to say. He treats both husband and wife with respect and answers any questions with an intelligent response. His ability to sort through complex financial issues is admirable and trustworthy. Leila 6108"
29 Aug 2017JOHN
65+ years old"i would recommend colin to anyone, he has helped us with everything,and saved us.A great professional person thanks for your help."
24 Aug 2017My Expertise
-
Aged Care
-
Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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COVID-19 Early Super Access
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Medical Industry
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Property Investment
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Redundancy
-
Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 20 Years
- Highest qualification
-
Bachelor of Business (Accounting and Finance)
- Industry Memberships
-
1 total
- Address
- Unit 32, Villagio Appartments Building 5 Keane Street
Midland, WA, 6056 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
CDN Financial Services
-
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
Sentry Advice Pty Ltd
-
Licensee owned by
SENTRY ADVICE PTY LTD
My Qualifications
-
Self Managed Superannuation Funds (SMSF) (2013)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
-
Diploma (2013)
Level of Qualification: Level 5 - Diploma
Institution: eAcademy
-
Bachelor of Business (Accounting and Finance) (1982)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Royal Melbourne Institute of Technology (RMIT)
My Memberships
-
Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- starting from $Varied
- Ongoing Advice
- starting from $Varied
- Details
-
My fees are flexible to assist with client needs and cash flow requirements to best suit the client. I do not charge both fee structures for Ongoing advice only one applies fixed or asset based % fees.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Peter
56-65 years old"Colin advised me in my transition into retirement. This has included conducting an investment profile for me, formulating a financial plan to match my profile, and then implementing and providing ongoing management and periodic review of my financial plan. Colin is an extremely competent finanical adviser. I have complete trust and confidence in his advices, and in the management of my funds. His advices are always accurate and detailed. He is accessible and will always revert within a promised time frame. Colin is highly professional and I have the same experience with his staff and office. I have no hesitation in recommending Colin anyone who prefers direct contact with their finanical advisers rather than corporately or through an institution. "
25 Mar 2020Customer opinions
Lorraine
65+ years old"Colin is a professional in his field he is genuine and caring in his approach and with extreme patience enables one's understanding of the complexities involved with all things financial. I trust and rely on his expertise & have no hesitation in recommending Colin to anyone. Thank you Colin for your diligence. Lorraine "
24 Apr 2019Customer opinions
Leonard
65+ years old"Very helpful and happy with results"
02 Oct 2017Customer opinions
Loretta
65+ years old"My husband and I have full confidence in Colin's advice and assistance to date. He has displayed paience, tolerance, understanding of our situation financially and given us excellent service and advice over the many years we have been his clients."
09 Sep 2017Customer opinions
Leila
56-65 years old"Mr Colin de la Nougerede is professional, ethical and very personable. He is a very good listener and "hears" what you have to say. He treats both husband and wife with respect and answers any questions with an intelligent response. His ability to sort through complex financial issues is admirable and trustworthy. Leila 6108"
29 Aug 2017Customer opinions
JOHN
65+ years old"i would recommend colin to anyone, he has helped us with everything,and saved us.A great professional person thanks for your help."
24 Aug 2017Customer opinions
Neville
46-55 years old"Colin has done lots of great work for me over many years Colin is someone I trust "
24 Aug 2017Customer opinions
James
65+ years old"Colin is very helpful and has a pleasant manner. He takes the time to explain how changes to rules may affect our investments. "
24 Aug 2017Customer opinions
Janet
56-65 years old"Great guy, easy to understand, he understands what I want and has great advise on how to invest my money, as I am not very money savvy."
24 Aug 2017Customer opinions
keith
65+ years old"we have always found colin to be thoughtful & very helpful "
24 Aug 2017Customer opinions
Kathy
46-55 years old"Colin has been our advisor for many years now and he always looks out for his clients. He is very knowledgeable and a great asset."
23 Aug 2017Customer opinions
Rob
56-65 years old"Works hard to get the best investments to achieve growth in our retirement super fun. Rob 6084."
23 Aug 2017Customer opinions
Cecil
65+ years old"Colin has been a tower of strength since we arrived inn this country as self-funding retirees. His advice is always top-notch and as a result our nest egg continues to grow and is definitely in extremely safe hands. An excellent adviser whose honesty and integrity are of the highest!"
23 Aug 2017Customer opinions
Dean
65+ years old"Clear and concise advise with great product knowledge."
23 Aug 2017Customer opinions
SANDRA AND IAN
65+ years old"HAVE ALWAYS FOUND HIM TO BE HONEST AND STRAIGHT FORWARD. TRUST HIM IMPLICITLY. THAT IS WHY WE ARE STILL HIS CLIENTS.. "
23 Aug 2017Customer opinions
David
56-65 years old"Colin, Has handled my super, Transition to retirement. investments, funding, & everytime I have rang him regarding a question , he always answers positively & gives me tremendous feedback. If you are looking or need to change to a professional , honest 7 just a nice person to talk to , I recommend colin without hesitation. He stands for the old saying treat people how you would like to be treated, & colin always goes above & beyond , what needs to be done. At the end of the day, its your money & finances, I recommend Colin & wouldn't change advisers , because he looks after his clients & treats them above & beyond what is required. Once you chat with him you will see he is the real deal. Dave Devlin Southern River Perth West AUSTRALIA"
23 Aug 2017Customer opinions
Royco
56-65 years old"Colin gave me very comprehensive advice. Thank you. An amazing service"
24 Feb 2017Customer opinions
Philip
65+ years old"Colin is passonate about his work and understands the complexities involved . We highly recommend him "
14 Feb 2017Customer opinions
Sergio
56-65 years old"Three of us in the family, with different needs, have been clients of Colin for many years now. He is a fine gentleman; professional, caring, courteous and honest. On more than one occasion, he has exceeded our expectations. We have absolutely no hesitation in recommending Colin as a financial advisor."
05 Nov 2015Customer opinions
Denholm
65+ years old"My partner and I have always relied on Colin's help and advice since arriving in Australia as permanent residents. We have found his help and advice to be invaluable. Denholm 6027"
02 Sep 2015Customer opinions
Gerard
65+ years old"Colin has always been friendly and helpful. He is a trustworthy person who operates from a strong ethical position. He is very patient and completely open in his discussions. He is always prepared to explain things and treats people with respect. He makes his clients feel relaxed and is very generous with his time."
31 Aug 2015Customer opinions
Cliff
56-65 years old"Colin is a personable, courteous, thorough and professional. He provides his expert advice with clarity and consideration. His integrity is beyonf reproach and his timely advice and expertise is invaluable. I would have no hesitiation in recommending Colin for anyone who has a need for a consumate finacial adviser. "
24 Aug 2015Customer opinions
Brian
65+ years old"In the time we have been with Colin he has proven to be very aware of our personal aims and needs when it comes to investing our retirement funds. He has been honest, polite and clear at all times when explaining his recommendations to us. He instils a confidence for us and all his recommendations are formulated with our interest at the forfront. We are very satisfied with all services he offers"
17 Aug 2015Customer opinions
Gillian
65+ years old"Colin has been my adviser for about 12 years. I have complete trust in his skills and judgement, and appreciate his ability, and willingness, to take time and care to explain all the matters involved to me, at my level of understanding. Financially, the results have been very satisfactory. I regard him now as a friend."
17 Aug 2015Customer opinions
Jerome
65+ years old"I get along well with Colin"
11 Aug 2015Customer opinions
Douglas & Loretta
65+ years old"Colin is always available for us to give us advice and understanding of complicated financial issues and legislation changes"
10 Aug 2015Customer opinions
Rino
Under 35 years oldN/A
10 Aug 2015Customer opinions
Jacinda
35-45 years oldN/A
07 Aug 2015Customer opinions
James
65+ years oldN/A
07 Aug 2015Customer opinions
gerald
65+ years old"Colin is a great adviser I would recommend Colin to any person seeking financial advice Gerry 6061"
07 Aug 2015Customer opinions
Arthur
56-65 years old"I chose to take my business to Colin because of his Attitude towards Customer Requrements and I felt that if anything should happen to me he would be the correct person to guide my wife through Managing our finances into the future. He has a very nice way of pointing customers in the right direction."
07 Aug 2015Customer opinions
Peta
56-65 years old"Colin is friendly easy going, very helpful and knowledgeable in all fields. Can't fault him."
07 Aug 2015Customer opinions
Stewart
56-65 years old"I have recently retired and Colin has set up my superannuation fund that gives me a tax free monthly pension.He goes that extra mile to get me the best return on my money.He is also only a phone call away if you have a query.Another positive to me is it,s not a bank that is ripping me of in fees and high admin costs Colins fees are less than half on what the bank charges"
06 Aug 2015Customer opinions
Rosmarie
56-65 years old"With Colin I know I'm in good hands. His way of communicating is very friendly, informative and easy to follow...and he is always available, either by phone, e-mail or even txt. He goes the extra mile to get you all the information you need so you can make an educated decision in all your financial dealings. Very, very helpful! I'm very lucky to have Colin as my financial Advisor "
06 Aug 2015Customer opinions
Brian
65+ years oldN/A
19 May 2015Customer opinions
Kathleen
65+ years old"Exceptional Friendly service, very trustworthy he is not afraid to answer any questions I have. Makes you feel comfortable and that your investments are in good safe hands. Happy to reccommend to friends and family."
30 Apr 2015Customer opinions
"Susie"
65+ years old"I have trust in Colin's integrity and judgement, and I appreciate his ability to discuss my affairs at the level I can understand and appreciate. He has been my adviser for more than a decade, and I have always been happy with his services. Thanks Colin."
09 Mar 2015Customer opinions
Jane
56-65 years old"Since having Colin as our adviser, we have more understanding what is happening with our investments, we are kept in the loop and If you have any concerns or have queries he will always make time for you."
08 Mar 2015Customer opinions
Gus
65+ years old"Colin always gives service well beyond of what is required of him.. He is always available to give advice on any concerns that I may have.. He has a very friendly outlook and makes you feel at ease unlike a previous adviser whom I had dealings with."
08 Mar 2015Customer opinions
Greg
56-65 years old"Colin is a very wise and knowledgeable advisor. He has given us invaluable advice and is always there for us when needed. He has a friendly, warm demeanour and is very good at helping us understand the complicated world of finance. We feel very lucky to have found Colin."
08 Mar 2015Customer opinions
cecil & Jean
65+ years old"Colin fills us with confidence because he is so exceptionally good at his job!! We have yet to meet a better Adviser! We have complete trust in him and his advice. His sense of humour is a much appreciated bonus! "
06 Mar 2015Customer opinions
Yvonne
65+ years old"I find my financial adviser always easy to contact and he is always quick to respond to any requests or questions of concern I have. He always gives me the impression that I am as important as any of his other clients and keeps me up to date on my investments. "
06 Mar 2015Customer opinions
Ann Elizabeth
65+ years old"I find Colin very helpful, trustworthy and honest. Would recommend him to friends and family. I find he explains thing in a very easy way. Also, he makes it easy for me to ask questions without me feeling a fool."
06 Mar 2015Customer opinions
Allan
65+ years old"Colin saved us heaps of money by investing our funds, whilst maximising our Centerlink benefits"
05 Mar 2015Customer opinions
Paul
56-65 years oldN/A
05 Mar 2015Customer opinions
Christine
56-65 years oldN/A
04 Mar 2015Customer opinions
MAUREEN
56-65 years old"Very happy with the advice given by Colin"
04 Mar 2015Customer opinions
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