WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
NF

Najeeb Farfoud

Financial Adviser

Wealth & Lifestyle Financial Planning Pty Ltd
Kingsgrove, NSW 2208

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Najeeb Farfoud is an ASIC-registered financial adviser based in Kingsgrove, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Najeeb possesses a wealth of knowledge and experience in financial planning. He holds an Advanced Diploma of Financial Planning from MLC ThreeSixty, is a Certified Financial Planner (CFP) with the Financial Planning Association (now FAAA), holds a Foundation Diploma of Financial Planning, a Master of Financial Planning from the University of Sunshine Coast, and RG146 accreditation in Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), Najeeb adheres to the highest ethical and professional standards. Najeeb is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Najeeb is committed to providing tailored financial solutions to meet each client's unique needs and circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning advice • Investment guidance Ready to take control of your financial future? Contact Najeeb today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation Retirement Planning Wealth Accumulation Insurance Advice Investment Strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000305537

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Najeeb Farfoud offer?

Najeeb Farfoud provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Najeeb Farfoud have?

Najeeb holds an Advanced Diploma of Financial Planning, is a Certified Financial Planner (CFP), and has a Master of Financial Planning. He is also RG146 accredited in Margin Lending and is a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with a financial advisor?

During your initial consultation, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Najeeb will then work with you to develop a personalized financial plan tailored to your needs.

How does Najeeb Farfoud stay up-to-date with the latest financial regulations and trends?

As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner (CFP), Najeeb is committed to ongoing professional development and stays informed about the latest industry changes through continuous education and training.

What is the process for becoming a client of Najeeb Farfoud?

The first step is to schedule an initial consultation. During this meeting, Najeeb will assess your needs and goals and explain how he can help you. If you decide to proceed, he will develop a tailored financial plan for your approval and then implement the plan on your behalf.

Get in Touch

Contact Najeeb 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.