Reedy Advisory is an innovative financial advisory firm which was established to provide holistic wealth management services to individuals and businesses.
Reedy Advisory provides an innovative financial advisory experience by leveraging technology to make the process more efficient. By integrating different technologies we are able to provide you a bespoke wealth management service that suits your needs, manages your financial affairs efficiently, reduces paperwork, provides you with greater access to your financial adviser and most importantly frees up your time to pursue the things you love.
We provide our clients with an array of services, including: financial advice, wealth accumulation, retirement planning, superannuation (including Self Managed Superannuation Funds), investment, personal insurance, estate planning and aged care. We also have referral relationships with accountants, tax advisers, mortgage brokers, general insurance brokers and lawyers.
At Reedy Advisory you can request a specific service or have us manage your entire financial affairs.
MANAGING DIRECTOR AND FINANCIAL ADVISER
Justin established Reedy Advisory to be an innovative financial advisory firm that was not owned by a bank or large financial institution. Justin believed that bank owned financial services licences created a conflict of interest for the financial adviser as they were often limited to recommending financial products approved by the bank. Many of these products were also manufactured by the bank creating a significant conflict of interest and poor client outcomes.
Justin has worked in financial services since 2005 and has devoted his career to helping professionals, executives, directors and businesses achieve their financial goals.
By looking after his client's finances he provides them with peace of mind and the knowledge that their financial affairs are being managed to the highest standard. Justin devises, implements and maintains financial strategies covering investments, superannuation, personal insurance and taxation.
He is a director of several companies which provide financial advice, accounting, taxation and dealer group services. As part of his duties he is also a Responsible Manager and Key Person for an Australian Financial Services Licence.
Justin holds a Master of Commerce (Financial Planning), Bachelor of Arts and a Diploma of Financial Services. He is a member of the Financial Planning Association and a Tax (Financial) Adviser with the Tax Practitioners Board.
Justin is supported by a team of client service professionals.