Ferdy Utan

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 Planning Association of Australia (FPA), I remain actively involved in the industry, ensuring I stay up-to-date with the latest developments.

Qualifications and Memberships

• Master of Financial Planning

• Advanced Diploma of Financial Planning

• Member of Financial Advice Association Australia (FAAA)