At Piccadilly Financial Services (Piccadilly), we are not ‘regular financial planners’. We have invested heavily into our business to make sure that we have the right mix of highly skilled, experienced and passionate staff that will deliver the right advice and better financial outcomes for you. Our clients engage us to create financially secure outcomes for them. Our advisers and attentive staff have grown with our clients who regularly refer their friends and family to us.
What makes Piccadilly different?
Professionalism – Our lead advisers, Brad McGuirk and Trevor Satill are both highly qualified Certified Financial Planners and Chartered Accountants. While they are no longer practicing as accountants, their skill base is enhanced to create strategic financial outcomes
Service – We work with you to deliver an agreed service arrangement of regular updates. And, we encourage you to call us at any time, no matter how small your inquiry is
Flexibility – We have our own Australian Financial Services Licence. This allows our business the freedom to choose investment products and services that are ideally suited for our clients.
Comprehensive financial planning – Tailor made financial plans
Retirement planning – Specific advice for retirement
Simplified Portfolio Management – Structured to reduce complex administration
Superannuation Services – Regular and Self Managed Superannuation Funds (SMSF)
Insurance – Comprehensive range of life and income protection services
Gearing – Ability to leverage your assets
How we help our clients
We listen – We hear your thoughts, concerns and aspirations
Offer strategic options – We can create a range of tailored strategies which suit your current goals & objectives
We Research, Plan and Implement – Our advisers are supported by an experienced team that research for the best strategic, investment and insurance options for you. We have faith in our judgement and will implement our advice with confidence
On-going Service – Things change rapidly in today’s financial world and your personal situation will also change. This is why on-going service is of great importance
How does our advice benefit our clients?
Knowledge – We share our knowledge and assist our clients to become informed investors
Comfort – Working with our team you will always feel part of our community knowing we are here to support you
Security ‘Peace of Mind’ – We remove the imbiguity of investing
Control – You are always the decision maker
How to get started?
Why not give us a call to take advantage of our initial complimentary consultation on (02) 9267 7832. Alternatively, click for our contact page and send us an email.