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Laurie Saville

Financial Adviser

Morgans Financial Ltd
Cronulla, NSW 2230

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About

Laurence Saville is an ASIC-registered financial adviser based in Cronulla, NSW, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Business (Accounting) from NSW IT (1978), Laurence brings a wealth of knowledge and experience to his practice, backed by industry-recognized qualifications including the SDIA PS146 Accreditation Program (2002) and Financial Advising Essentials from the Securities Institute (2003). As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Stockbrokers and Investment Advisers Association (SIAA), Laurence adheres to the highest professional standards, ensuring clients receive ethical and informed advice. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Laurence can provide expert guidance on: • Superannuation advice • Wealth management strategies • Investment in securities • Utilizing derivatives for investment • Government debt securities Whether you are planning for retirement, seeking to grow your wealth, or need guidance on complex investment strategies, Laurence is here to help. Contact Laurence today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Securities investment Derivatives trading Retirement planning Investment portfolio management

Client Types

Personal Investors Company Structures

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000265015

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Laurence Saville provide?

Laurence Saville provides advice on a range of financial products including superannuation, wealth management, securities, derivatives, and government debt securities. He can help with retirement planning, investment strategies, and wealth creation.

What qualifications does Laurence Saville have?

Laurence Saville holds a Bachelor of Business (Accounting) from NSW IT, SDIA PS146 Accreditation, and Financial Advising Essentials certification from the Securities Institute. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Stockbrokers and Investment Advisers Association (SIAA).

How does Laurence Saville tailor financial advice to my specific needs?

Laurence begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that aligns with your objectives, regularly reviewing and adjusting the plan as your circumstances change.

What can I expect during my first consultation with Laurence Saville?

During your initial consultation, Laurence will discuss your financial goals and gather information about your current financial situation. This meeting is an opportunity for you to ask questions and determine if Laurence is the right financial adviser for you.

Does Laurence Saville work with SMSFs?

While Laurence does not explicitly mention SMSF services, his expertise in superannuation and wealth management makes him well-equipped to advise SMSF trustees. Contact his office to discuss your specific needs.

Get in Touch

Contact Laurie directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.