Owen Griffiths
Financial Adviser
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About
Owen Griffiths is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Owen holds an Advanced Diploma of Financial Planning from Pinnacle (2009) and a Master of Financial Planning from Kaplan (2018). He also completed Ethics and Professionalism in Financial Advice with Kaplan in 2021, demonstrating his commitment to maintaining the highest ethical standards. Owen is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Whether you're planning for retirement, seeking to grow your wealth, or require insurance to protect your family and assets, Owen has the expertise to guide you. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Owen today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Owen Griffiths provide?
Owen Griffiths specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Owen Griffiths' qualifications?
Owen holds an Advanced Diploma of Financial Planning from Pinnacle (2009) and a Master of Financial Planning from Kaplan (2018). He also completed Ethics and Professionalism in Financial Advice with Kaplan in 2021.
How does Owen Griffiths tailor financial advice to individual client needs?
Owen Griffiths takes a personalised approach, carefully assessing each client's unique circumstances, financial goals, and risk tolerance to develop a tailored financial plan that aligns with their specific needs and objectives.
What can I expect during my initial consultation with Owen Griffiths?
During your initial consultation, Owen will discuss your current financial situation, future goals, and any concerns you may have. He will then explain how he can help you achieve your financial objectives and outline the next steps in the financial planning process.
How can Owen Griffiths help me with retirement planning?
Owen can help you develop a comprehensive retirement plan that takes into account your current savings, expected expenses, and desired lifestyle in retirement. He can provide advice on superannuation, investment strategies, and other retirement income options to help you achieve a comfortable and secure retirement.
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