Financial Advisors in Geelong, Australia

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Melbourne, Australia (41 mi)

Luke Fitridge

Financial Advisor
44 Meakin St, East Geelong, VIC 3219

9.7

Score Details

Location
Great
Ratings
Great
Recency
Ok

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0401 211 972

Referral from Nov 22, 2015

Phil B.:

Can anyone recommend a financial advisor who can help with the transfer of UK pensions to Australia ? I know that the rules changed in...

Katrina K.:

Luke Fritridge is a very honest FA, who will always work out & put your needs first. 0401 211 972

See all recommendations 1

Financial advisor referral in Geelong, VIC

Referral from October 14, 2014

5.0

Nicola H. asked:

Hi, I would like to take some advice on transferring my UK pension, has anybody used a local financial advisor who they would recommend? Has anybody else done this?...

Mike W. replied:

I used Crowe Horwath but that's because our pensions are complicated and we were setting up a Self Managed Fund at the same time. Alan Collett should be able to help. He has UK and OZ expertise which is very useful. Crowe Horwath were excellent, but I needed to explain a lot about how UK Pensions work particularly final salary schemes like the NHS.

Alan C. replied:

Thanks Mike Winsor. I live in Geelong (and work from home mostly) but don't do UK pension transfers - but know someone that does. Nicola Harker: please send a private message to me if you would like a name and contact details. Also let me know if you would like help with UK and/or Aus tax, because that's what I do! As well as visas.

Stifflers M. replied:

andrew@pensiontransfers.com.au This is who we used and had great efficient service. Mine was straightforward but David had several smaller individual ones and all amalgamated now.

Stifflers M. replied:

http://www.pensiontransfers.com.au/

See all responses 17

Financial advisor referral in Geelong, VIC

Referral from November 22, 2015

5.0

Phil B. asked:

Can anyone recommend a financial advisor who can help with the transfer of UK pensions to Australia ? I know that the rules changed in June 2015, which make it hard (or...