Roy Agranat
Financial Adviser
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About
Roy Agranat is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) obtained from Integratec in 2004, Roy has a solid foundation in financial planning principles. Roy is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Roy's commitment to his clients is reflected in his personalized approach to financial planning. He takes the time to understand each client's unique circumstances and aspirations, crafting strategies designed to provide long-term financial security and peace of mind. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Roy Agranat today to schedule a consultation and discover how he can help you achieve your financial goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Roy Agranat provide?
Roy Agranat provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Roy Agranat hold?
Roy Agranat holds an Advanced Diploma of Financial Services (Financial Planning) from Integratec, obtained in 2004.
How does Roy Agranat approach financial planning?
Roy Agranat takes a personalized approach, taking the time to understand each client's unique circumstances and aspirations before crafting tailored strategies for long-term financial security.
What should I expect during my first meeting with Roy Agranat?
During your first meeting, Roy will discuss your current financial situation, your financial goals, and your risk tolerance. This will help him develop a personalized financial plan that aligns with your needs.
Can Roy Agranat help me with retirement planning?
Yes, Roy Agranat specializes in retirement planning and can help you create a strategy to ensure a comfortable and secure retirement.
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