Go Back  British Expats > Living & Moving Abroad > Australia
Reload this Page >

Financial adviser in Melbourne?

Financial adviser in Melbourne?

Old Mar 6th 2004, 11:03 am
  #1  
Banned
Thread Starter
 
Joined: Mar 2004
Posts: 55
Ozbound7 is an unknown quantity at this point
Default Financial adviser in Melbourne?

Can anyone recommend a good financial adviser in Melbourne? A bonus would be to be able to contact them in advance of arriving in Oz.

I am not interested in those offering UK immigration packages for extortionate fees for things like pension transfers. But I am not trying to avoid paying reasonable fees.

Thanks
Ozbound7 is offline  
Old Mar 6th 2004, 11:07 am
  #2  
Bloody Nice Bloke
 
ianj's Avatar
 
Joined: Nov 2003
Location: Living the good life in sunny St Kilda
Posts: 386
ianj is an unknown quantity at this point
Default

Touch base with Darion Pohl (see previous post). He has many contacts in Melbourne as thats where he comes from originally.

I think you may find it hard to find someone that doesn't generally charge large'ish fees as thats their living. They also cream off the top due to the nature of being in the UK and going to Oz. Unfortunately we are in a kind of catch 22 situ.

Thats life, I am not bothered too much as the fees I have paid at least mean I will know whats in my best interests. Would hate to get there and then find out I could have done this or that and now its too late.

Being from Melbourne Darion is a good man that I will have known as he has given me other info and people to speak to when I get there (Melbourne bound myself)

Just my 2 penneth, well more like 4 really.

Njoy
ianj is offline  
Old Mar 6th 2004, 11:08 am
  #3  
The Godfather
 
Bordy's Avatar
 
Joined: Feb 2004
Location: South East Suburbs of Melbourne
Posts: 7,336
Bordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to beholdBordy is a splendid one to behold
Default Re: Financial adviser in Melbourne?

Originally posted by Ozbound7
Can anyone recommend a good financial adviser in Melbourne? A bonus would be to be able to contact them in advance of arriving in Oz.

I am not interested in those offering UK immigration packages for extortionate fees for things like pension transfers. But I am not trying to avoid paying reasonable fees.

Thanks
I use a guy called Chris Riteski out here in Melbourne, hes with AMP & he did a great job getting my superannuation transferred from Scotland. He can be contacted on
[email protected]
Bordy is offline  
Old May 12th 2004, 11:06 am
  #4  
Banned
 
Joined: Dec 2003
Posts: 150
jumbo will become famous soon enoughjumbo will become famous soon enough
Default Re: Financial adviser in Melbourne?

I,ve also tried these leads but without success. Any recs from anyone?

Originally posted by Ozbound7
Can anyone recommend a good financial adviser in Melbourne? A bonus would be to be able to contact them in advance of arriving in Oz.

I am not interested in those offering UK immigration packages for extortionate fees for things like pension transfers. But I am not trying to avoid paying reasonable fees.

Thanks
jumbo is offline  
Old May 14th 2004, 10:14 am
  #5  
Banned
 
Joined: Dec 2003
Posts: 150
jumbo will become famous soon enoughjumbo will become famous soon enough
Default Re: Financial adviser in Melbourne?

Originally posted by jumbo
I,ve also tried these leads but without success. Any recs from anyone?
jumbo is offline  
Old May 14th 2004, 10:23 am
  #6  
BE Enthusiast
 
Caroline G's Avatar
 
Joined: Aug 2003
Location: VIC Mornington Peninsula
Posts: 550
Caroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really niceCaroline G is just really nice
Default Re: Financial adviser in Melbourne?

Originally posted by Ozbound7
Can anyone recommend a good financial adviser in Melbourne? A bonus would be to be able to contact them in advance of arriving in Oz.

I am not interested in those offering UK immigration packages for extortionate fees for things like pension transfers. But I am not trying to avoid paying reasonable fees.

Thanks
I've heard of but not tried Alan Collett at Go Matilda.

Alan is a regular poster on here so take a look at his previous posts and maybe at the company website.
http://www.collettandco.com/aussie_individuals.html

Hope this is helpful.
Caroline G is offline  

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Contact Us - Archive - Advertising - Cookie Policy - Privacy Statement - Terms of Service -

Copyright © 2024 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.