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NT

Neil Tolsher

Financial Adviser

Quadrant Financial Planning
Wodonga, VIC 3690

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About

Neil Tolsher is an ASIC-registered financial adviser based in Wodonga, dedicated to providing clear, comprehensive financial advice tailored to your individual needs. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Tribeca Learning (Aust) (2005), Margin Lending and Geared Investments certification from Kaplan Professional (2011), and an Advanced Diploma of Financial Services (Financial Planning) from the International Institute of Technology Pty Ltd (IIT) (2012), Neil is well-equipped to guide you through the complexities of the financial landscape. As a proud member of the Financial Advice Association of Australia (FAAA), Neil adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring a holistic approach to your financial well-being. This includes superannuation, insurance, wealth management and retirement planning. Neil can help you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Neil today to schedule a consultation and discover how he can help you achieve your financial goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Insurance solutions Superannuation strategies Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000285273

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Neil Tolsher offer?

Neil provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Neil Tolsher have?

Neil holds a Diploma of Financial Services (Financial Planning), certification in Margin Lending and Geared Investments, and an Advanced Diploma of Financial Services (Financial Planning).

How can Neil Tolsher help me plan for retirement?

Neil can assess your current financial situation, help you set realistic retirement goals, and develop a tailored investment strategy to help you achieve those goals.

What is the first step in working with Neil Tolsher?

The first step is to schedule a consultation where Neil can understand your financial needs and goals. This allows him to create a personalized financial plan for you.

What should I expect during a consultation with Neil?

During a consultation, you can expect to discuss your financial situation, goals, and any concerns you may have. Neil will then provide you with clear and straightforward advice tailored to your specific needs.

Get in Touch

Contact Neil 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.