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Find the Best Financial Planner in Burwood VIC

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Average rating of financial planners near Burwood


based on 135 reviews of 8 businesses
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Best Burwood Financial Planners Near You

Word of Mouth financial planners in Burwood receive an average rating of 5.0 based off 135 reviews.

Fortune Wealth Creation Group
5.0 (109)
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 16 576 045 658
Licence image Financial Advisor No. 000410155
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 16 576 045 658
Licence image Financial Advisor No. 000410155
·    03 8648 ... Click to show ·     (Wednesday:  9.00 am - 5.00 pm)  
Service Rating
5.0 (109)
Quality Rating
5.0 (109)
Value Rating
5.0 (109)
shield icon Integrity Always. Clear, honest financial guidance
shield icon Word of Mouth Service Award winner (2012-2024)
shield icon Fixed cost pricing (no hourly rates)

“As a woman and a wife, feeling confident and secure about our financial future is incredibly important to me, and working with Rashesh and Fortune”…

Wealthlabplus
5.0 (13)
star icon Happy Customers Program
check icon ABN: 29 678 976 424
Licence image Financial Services No. 485478
star icon Happy Customers Program
check icon ABN: 29 678 976 424
Licence image Financial Services No. 485478
 Melbourne VIC ·    03 4323 ... Click to show ·     (Wednesday:  9:00am to 5:00pm)  
Service Rating
5.0 (13)
Quality Rating
5.0 (13)
Value Rating
5.0 (13)
shield icon 12+ years of experience
shield icon Clear, transparent pricing structure
shield icon Tailored advice

“We got referred to Scott by a friend of ours and we have been very impressed with the eye for detail and the level of customer care. We feel we have”…

John Hicks Independent Financial Advice
5.0 (4)
star icon Happy Customers Program
check icon ABN: 29 659 945 463
Licence image Financial Advisor No. 001298797
star icon Happy Customers Program
check icon ABN: 29 659 945 463
Licence image Financial Advisor No. 001298797
 Yarraville VIC ·    03 9028 ... Click to show ·     (Wednesday:  9:30am to 5:00pm)  
Service Rating
5.0 (4)
Quality Rating
5.0 (4)
Value Rating
5.0 (4)
shield icon We don't charge asset based fees
shield icon We align with your incentives
shield icon Complimentary 15-min calls

“John has been great for us. We were impressed by his instant knowledge on areas we needed advice on. We thought we knew quite a lot as I was an”…

Retire Invest

star icon Happy Customers Program
check icon ABN: 23 001 774 125
Licence image Financial Services No. 238429
star icon Happy Customers Program
check icon ABN: 23 001 774 125
Licence image Financial Services No. 238429
 Moonee Ponds VIC ·    0418 103... Click to show ·     (Wednesday:  9:00am to 5:00pm)  
shield icon Established in 1979

MCG Advisory
5.0 (4)
·    03 9805 ... Click to show
Service Rating
5.0 (4)
Quality Rating
5.0 (4)
Value Rating
5.0 (4)

“I used MCG advisory for my insurance review, very professional and timely service provided. I will be definitely using their services again. ”…

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Oakwood Wealth Management

5.0 (2)
·    03 9562 ... Click to show ·     (Wednesday:  8.00 am to 6.00pm)  
Service Rating
5.0 (2)
Quality Rating
5.0 (2)
Value Rating
5.0 (2)

“Esteban was honest and extremely knowledgeable when it came to arranging our insurances for us. He explained the ins and outs of the different”…

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St. Anthony Financial Planning
check icon ABN: 28 647 661 792
 Burwood VIC ·    0401 324... Click to show
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South Eastern Wealth
 Camberwell VIC ·    0411 569... Click to show ·     (Wednesday:  09:00 - 17:30)  
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Eden Wealth Management
4.0 (1)
 Hawthorn East VIC ·    03 9572 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
4.0 (1)

“A detailed financial plan was established. Regular reviews and modifications are also part of the service. The ability to track your progress via”…

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Strategic Super

 Surrey Hills VIC ·    03 9896 ... Click to show
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ACS Financial
 Surrey Hills VIC ·    1800 646... Click to show
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Orchard Lending
 Surrey Hills VIC ·    02 8999 ... Click to show
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Wealth Evolution
 Mount Waverley VIC ·    03 9802 ... Click to show
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Opulent Accountants
 Mount Waverley VIC ·    6138838... Click to show
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Cochrane Shaw Capital Management
3.0 (1)
 Blackburn VIC ·    03 9894 ... Click to show
Service Rating
3.0 (1)
Quality Rating
3.0 (1)
Value Rating
3.0 (1)

Saward Dawson
check icon ABN: 40 109 695 016
 Blackburn VIC ·    39894... Click to show

Windsor Financial Services
2.0 (1)
 Mount Waverley VIC ·    03 9888 ... Click to show
Service Rating
2.0 (1)
Quality Rating
2.0 (1)
Value Rating
2.0 (1)

Insights for Financial Planners Servicing Burwood

Out of all the financial planners servicing Burwood, 8 are members of the Happy Customers Program. These businesses typically encourage their clients to leave reviews on Word of Mouth and are serious about customer satisfaction.

1 financial planner based in Burwood has been verified by Word of Mouth, meaning their business details were manually confirmed by our support team.

In total, 193 jobs have recently been posted for financial planners on Word of Mouth. The average quote response time is 105.27 hours. The average fixed quote price received for financial planners is $3135.0, and the average hourly rate is $257.00.

13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.

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Businesses can pay for a higher ranking, but they can’t pay to change, remove, or alter their reviews. What you see is shaped by thousands of Aussies sharing their experiences over the past 18 years.
193+
Jobs posted for Financial Planners
1.61
Average quotes per job
$3135.0
Average quote price
Based on the most recent job posts for Financial Planners.

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