“Our advisers take a personalised approach in getting to know our clients, and what their needs and objectives are. We help clients to establish and manage financial priorities, goals and time frames.”

Personal Advice Services is a specialist division of Super-Advice and has been specifically established to provide individual and tailored advice to assist clients in meeting their financial needs.It is our adviser’s role to establish identify and implement financial strategies to meet you and your family’s goals, and then ensure with ongoing advice that you remain on track as circumstances change over time.
We can help you establish financial priorities and objectives and help you to achieve them in an appropriate time frame.

Services Provided

Our highly qualified advisers take a holistic view on our client’s needs, including:

  • Superannuation Strategies
  • Personal and Self-Managed Super Funds
  • Retirement Planning Strategies
  • Wealth Creation and Personal Investment Portfolios
  • Personal & Business Insurance
  • Wills and Estate Planning*
  • Equity Lending for Share Portfolios
*We can refer to you to professionals who can help you with these services. Extra service fees may apply.

It is our adviser’s role to establish, identify and implement financial strategies to meet you and your family’s goals, and then ensure with ongoing advice that you remain on track as circumstances change over time.

Jasmin Jakupovic

“We help clients reach their most important personal goals by providing highly tailored client solutions.”

Jasmin Jakupovic - Senior Financial Adviser - Private Advice

Jasmin has extensive experience in financial planning and is able to provide specialist tailored advice to address the specific individual needs of our clients. In particular, he specialises in the areas of transition to retirement and retirement income planning, Centrelink pension benefits and strategies, Self-Managed Superannuation Funds (SMSFs) and developing tax effective wealth accumulation strategies.

Jasmin has over fifteen years’ experience in financial services, specifically in the areas of wealth management and financial planning. Jasmin holds an Advanced Diploma in Financial Services and is a Certified Financial Planner®. He is a SMSF Specialist Adviser and is also a member of the Financial Planning Association of Australia (FPA) and the SMSF Association.

Joshua Lenz

"We provide professional, ongoing relationships built on trust, honesty, integrity and knowledge."

Joshua Lenz - Senior Financial Adviser - Private Advice

Joshua’s role is to create value for clients by growing and protecting their wealth, providing security, support and peace of mind. Joshua wants to help clients achieve their life and financial goals. Joshua has five years’ experience in the financial services industry as a financial adviser. He previously worked at National Australia Bank (NAB) as a Senior Financial Adviser where he serviced a range of clients with advice on investments, superannuation, retirement planning, taxation, life insurance, Centrelink, estate planning and debt management. He is a Certified Financial Planner® and a member of the Financial Association (FPA).

Kieren James

Kieren has over 14 years experience in financial services in a range of positions. Kieren has substantial experience providing financial planning advice to a wide range of individuals, families and businesses, and has strong relationship skills formed through his experience in various business development roles. Kieren also understands the many challenges faced by small businesses and their executives gained through over four years of first hand experience working in an executive role for an indoor skydiving company.