Condell Financial offer tailored advice to help you identify and realise your financial goals. We will listen to you so we can learn about your financial situation and aspirations. Our advisers apply their knowledge, experience and research skills to develop a unique plan that is yours. At Condell Financial we are diligent in maintaining our knowledge and awareness of market conditions and opportunities.
We adapt our strategies to changing conditions and changes in your circumstances. Service is important to us. Our advisers are available to you and you will always have more than one point of contact who knows your story and can help with your enquiries. Are you saving for a new house, future school fees or planning for retirement?
We adapt our strategies to changing conditions and changes in your circumstances. Service is important to us. Our advisers are available to you and you will always have more than one point of contact who knows your story and can help with your enquiries. Are you saving for a new house, future school fees or planning for retirement?
Services
We're interested in your story. This is a people business and helping you to identify and achieve your financial goals is what motivates us. It's why we're in this business. We are focussed on relationships that last and we're interested in organic business growth spread by word of mouth from customers that have benefited from what we do.
We work as a team. You will have more than one adviser who will know your story and work with you to achieve your goals. Sean is a co-founder and principal of Condell Financial and a licensed Financial Adviser who specialises in developing holistic solutions for a wide range of clients including individuals, family trusts, SME's, self-managed super funds and companies.
Are you saving for a house or for future school fees, an investment property or planning for retirement? Do you pay too much tax? Are you asset rich and cashflow poor or do you earn a good income but have few assets? Are you worried about your financial future, about the risks of mishap or poor health?
Businesses and Professionals have particular Financial Advisory needs. We have extensive experience in looking after large and small businesses, Professional Partnerships, Doctors, Specialists, Architects, Lawyers and other professionals. We understand the legal frameworks that different businesses and professionals operate under.
Bringing all your Financial Advisory needs together. We know that in this busy, time poor world it can be difficult and frustrating when different aspects of your financial affairs are handled in different places. Our team has over 30 years experience working in senior roles within the Australian Tax Office and within BDO Chartered Accountants and other major practices.
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