Ferdy
Utan

Senior Financial Advisor
ParramattaSydney
New South Wales
IN THEIR OWN WORDS

I am a Senior Financial Advisor driven by a passion for educating and empowering individuals on their journey towards financial freedom. Since I began my career as a financial advisor in 2006, my goal has remained unchanged: to assist individuals and businesses in achieving their financial objectives. Throughout my experience, I’ve come to understand that each client has unique economic and life circumstances, which is why I prioritise understanding their needs.

I take great pleasure in getting to know my clients, their families, businesses, and long-term aspirations. This knowledge allows me to provide ongoing tailored advice to address their specific requirements, continually adapting their plans in an ever-changing world. My expertise lies in retirement planning, superannuation, social security, tax management, asset allocation, financial goal setting, budgeting and cash flow management, estate planning, and wealth protection.

With a Master of Financial Planning, a Graduate Diploma of Applied Finance, and an Advanced Diploma of Financial Planning, I bring a solid educational foundation to my practice. Additionally, as a member of the Financial Advice Association Australia, I remain actively involved in the industry, ensuring I stay up-to-date with the latest developments.

Qualifications and Memberships

  • Master of Financial Planning
  • Graduate Diploma of Applied Finance
  • Advanced Diploma of Financial Planning
  • Member of the Financial Advice Association Australia

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