AdviceCo.
167 Flinders Street, Adelaide SA 5000
About the Business
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Welcome to AdviceCo., a trusted establishment in Adelaide, Australia, specializing in finance. With over 45 years of combined experience, we have built a reputation based on transparency and competence. Our clients trust us because we provide solutions and strategies that have been proven over the years.
At AdviceCo., we believe that the quality is in the details. We take pride in crafting, implementing, and reviewing effective strategies to manage your wealth. We understand how your superannuation, investments, and the markets can affect your retirement plans. Our goal is to remove the stress and confusion that often comes with dealing with financial agencies.
No matter what life throws at you, we are here to ensure that you and your family can cope financially. We also understand the complexities of the aged care landscape and strive to make it easy to understand.
Gone are the days of guessing or attempting to navigate the confusing landscape of finance, legalities, and ever-changing markets and opportunities. Allow us to do the heavy lifting for you!
Our team at AdviceCo. is committed to transparency and competence for all our clients. Patrick Forrester (351433), an authorized representative of Paragem Pty Ltd, brings over 16 years of experience in the Financial Services Industry. He has worked for boutique advice firms and a large institutional bank, delivering holistic advice solutions to his clients. Patrick specializes in retirement planning, superannuation, insurance, and Self-Managed Super Funds (SMSF).
Carmela La Starza (306332), another authorized representative of Paragem Pty Ltd, has over 30 years of experience in the financial services industry. She has worked for large super funds, credit unions, and institutional banks before directly advising clients since 2007. Carmela's focus is on Superannuation and Retirement planning, maximizing Centrelink benefits, Self-Managed Super Funds, Personal Risk Protection, and Aged Care advice.
Our clients have expressed their satisfaction with our services, praising Patrick's honesty, clarity, and guidance. They appreciate the peace of mind that comes with having appropriate personal protection strategies in place.
Whether you prefer phone consultations or face-to-face meetings, we are here to offer you personalized financial advice that suits your unique situation. At the very least, we will point you in the right direction.
Please note that any advice provided in this publication is of a general nature and has not been tailored to your personal circumstances. We strongly advise seeking personal advice before acting on any information.
Visit us at our office located at 167 Flinders Street, Adelaide, Australia. We look forward to helping you navigate the complex world of finance and achieve your financial goals.
Photos
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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