SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

Archie
Figueira

Senior Financial Planner
ParramattaSydney
New South Wales
IN THEIR OWN WORDS

With over 30 years of experience, I take great pride in providing professional advice that is entirely focused on my clients’ outcomes. When it comes to interacting with clients, I approach every interaction with heart and sincerity. I am genuinely passionate about achieving great outcomes for my clients and ensuring their peace of mind. Maintaining long-term relationships with my clients is of utmost importance to me, as I strive to look after their best interests and build a solid foundation of trust.

My approach to financial planning involves breaking down complexities and devising clear, understandable roadmaps and outcomes for my clients and their families. I firmly believe in providing them with the confidence they need to make informed decisions about their financial future. Whether it’s wealth creation, protection, or retirement planning, I offer tailored and holistic advice that covers every aspect of their financial well-being. From assisting families in protecting their assets to reviewing Age Pension entitlements and implementing strategies for increasing part entitlements and cash flow, I am dedicated to helping my clients achieve their goals.

In summary, with my extensive experience, genuine dedication, and diverse skill set, I am committed to serving as a trusted financial advisor. My primary goal is to help individuals and families navigate their financial journeys with confidence and achieve their desired outcomes.

Qualifications and Memberships

  • Diploma of Financial Planning
  • SMSF Specialist Advisor
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

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