Archangel Figueira CFP®
About Me
Archie has over 30 years of experience and prides in providing professional advice that is focused on client outcomes. There is real heart and sincerity in the way Archie interacts with clients.
I am passionate about achieving great outcomes and proving peace of mind. I pride myself in maintaining a long-term relationship with clients , looking after their best interest , breaking down financial planning complexities and devising clear understandable road maps and outcomes for clients and their families that provides them with confidence
Archie is married with a young family and provides tailored and holistic advice including wealth creation and protection from assisting protect Families to retirement planning including Age Pension review and considering strategies to increasing part entitlements and cash flow
Archie is a Certified Financial Planner ( CFP®), Life Risk Specialist ( LRS®) and Self Managed Superannuation Fund Specialist Advisor (SSA®)
Archangel (Archie) Figueira is a member of the Financial Advice Association Australia (FAAA) , SMSF Association and is registered as a Tax (financial) advisor under the Tax Agent Services Act 2009 with the Australian Tax Practitioners Board
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 33 Years
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Licensed By Viridian Advisory Pty Ltd