Farrell Spungin
Financial Adviser
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About
Farrell Spungin is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a career spanning several decades, Farrell combines academic rigor with practical experience to deliver tailored financial solutions. He holds a Bachelor of Commerce from the University of South Africa (1991), a Diploma of Financial Services (Financial Planning) from Mentor Education (2008), and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023). Farrell is also a proud member of the Institute of Life and Pension Advisers. Farrell is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and informed guidance. His expertise covers superannuation, insurance, wealth management, and retirement planning, with specific knowledge in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice, helping you navigate the complexities of superannuation and maximize your retirement savings. • Insurance solutions, providing cover for life's unexpected events. • Wealth management strategies, tailored to your individual circumstances and risk tolerance. • Retirement planning, ensuring a comfortable and secure future. • Investment advice, navigating the securities market and growing your assets. Ready to take control of your financial future? Contact Farrell Spungin today for a consultation.
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Frequently Asked Questions
What types of financial advice does Farrell Spungin offer?
Farrell Spungin provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Farrell Spungin's qualifications?
Farrell holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and a Graduate Diploma of Financial Planning. He is also a member of the Institute of Life and Pension Advisers.
How does Farrell Spungin approach financial planning?
Farrell takes a personalized approach, tailoring strategies to each client's unique circumstances, goals, and risk tolerance. He focuses on building long-term relationships based on trust and transparency.
What can I expect during my first meeting with Farrell Spungin?
During your initial consultation, Farrell will take the time to understand your financial situation, goals, and concerns. He will then outline a plan to help you achieve your objectives, explaining the different options available to you.
How can Farrell help me with my retirement planning?
Farrell can help you determine your retirement income needs, assess your current savings, and develop a strategy to maximize your retirement savings. He can also provide advice on superannuation, investment options, and income streams.
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