Jose Hernandez
Financial Adviser
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About
Jose Hernandez is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a strong foundation in financial planning, Jose holds a Master of Financial Planning from Kaplan Professional (2017), complemented by a Graduate Diploma of Financial Planning (2017) and an Advanced Diploma of Financial Services (2011). His commitment to ethical practice is demonstrated through his completion of Ethics and Professionalism in Financial Advice (2020) and registration with the Tax Practitioners Board. Jose is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and securities. He specialises in wealth management and retirement planning, ensuring his clients are well-prepared for the future. Key services include: • Superannuation advice • Wealth management strategies • Retirement planning solutions • Investment advice • Insurance solutions Whether you're planning for retirement, building your wealth, or seeking insurance advice, Jose can provide tailored solutions to meet your needs. Contact Jose today to arrange a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jose Hernandez offer?
Jose Hernandez specialises in superannuation advice, wealth management, retirement planning, investment strategies, and insurance solutions. He provides tailored advice to help you achieve your financial goals.
What are Jose Hernandez's qualifications?
Jose Hernandez holds a Master of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Professional, along with an Advanced Diploma of Financial Services. He has also completed Ethics and Professionalism in Financial Advice and is registered with the Tax Practitioners Board.
How does the financial planning process work with Jose?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Jose will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments ensure the plan remains aligned with your evolving circumstances.
What can I expect from working with Jose Hernandez?
You can expect professional, ethical, and personalised financial advice. Jose is committed to providing clear and understandable guidance to help you make informed decisions about your financial future. He focuses on building long-term relationships based on trust and mutual respect.
Does Jose Hernandez offer advice on superannuation?
Yes, Jose provides comprehensive superannuation advice, including strategies for contribution optimisation, investment allocation within your super fund, and retirement planning.
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