British Expats

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-   -   IFA required - Melbourne (https://britishexpats.com/forum/australia-54/ifa-required-melbourne-925680/)

Gillo Jun 12th 2019 11:24 am
IFA required - Melbourne
 
Hi all, I'm new here but have been living in Australia for over 12 yrs and am now a passport carrying citizen. I'm looking to find a recommended independent financial advisor to give me honest advise regarding my U.K. Pension which is now sitting in a SIPP. Can anyone recommend someone they have dealt with? Preferably in Melbourne. Much appreciated as this area seems full of people just wanting to take my cash!

Pollyana Jun 12th 2019 12:23 pm
Re: IFA required - Melbourne
 
Originally Posted by Gillo (Post 12696965)
Hi all, I'm new here but have been living in Australia for over 12 yrs and am now a passport carrying citizen. I'm looking to find a recommended independent financial advisor to give me honest advise regarding my U.K. Pension which is now sitting in a SIPP. Can anyone recommend someone they have dealt with? Preferably in Melbourne. Much appreciated as this area seems full of people just wanting to take my cash!
Try Alan Collett, now at https://www.bdhtax.com/about/ He is also a migration agent, and has excellent knowledge of finance on both sides of the world.

Gillo Jun 18th 2019 8:16 am
Re: IFA required - Melbourne
 
Thanks - I’ll give them a go.


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