"Private Wealth Services was created to provide Holistic Advice to clients in all facets of their personal financial affairs. We ensure the links between Investments, Superannuation, Estate Planning, Asset Protection, Personal Insurance and Debt Advice are taken into consideration when strategic planning is completed for our clients."

Individually Tailored Wealth Solutions

Private Wealth portfolios exceeding $1 million have specific needs. We offer our clients the potential for much broader superannuation, investment and administration advice.

Our clients receive advice in the areas of Investment, Superannuation, Insurance, Asset Protection and Estate Planning. Our senior advisers are highly experienced in the areas of Employee Share Plans, Equity Lending and Retirement Planning. They can provide advice and ongoing portfolio management of direct Australian equity portfolios including debt hybrids, managed funds for global shares, property and hedge funds as well as domestic and international bonds. Our adviser's role is to optimise the structure of your financial affairs with ongoing reviews, to assess any changes to your circumstances.

Services Provided

Private Wealth is able to provide you with access to a broad range of services which may include:

  • Direct Equities
  • Government Debentures & Bonds
  • Managed Funds and Investment Planning Advice
  • Standard Margin Lending Facility
  • Self Managed Superannuation Fund Advice
  • Retirement Planning Advice (Allocated Pensions & Annuities)
  • Superannuation and Rollover Advice
  • Personal Insurance Advice (eg: Life, Trauma and Income Protection Insurance)
  • Business Insurance Advice (eg: Keyman Insurance and Business Succession Planning)

Louis Zammit

"We offer clients a high level of holistic advice in areas of Investment, Superannuation and Insurance."

Louis Zammit - Super Advice Services - Director

With 20 years experience ranging from Corporate Finance to Personal Wealth Advice, Louis offers a high level of holistic advice in the areas of Investment, Superannuation and Insurance. Louis joined Super Advice after heading up the wealth advice team for NAB Private Wealth, where he worked as Senior Manager, Financial Planning for 12 years.

He ensures all aspects of client affairs are considered including Tax Implications, Estate Planning and Asset Protection. Louis is highly experienced in the areas of Employee Share Plans, Equity Lending and Retirement Planning and provides advice and ongoing management of Direct Australian Equity Portfolios including Debt Hybrids, Managed Funds for Global Shares and Hedge Funds as well as Domestic and International Bonds. He also can advise on existing investments, assist with the implementation of your existing strategy or connect clients with leading third-party managers.

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Louis Zammit - Sub Authorised Representative No. 416029
Of Private Wealth Services Pty Ltd -Corporate Authorised Representative No. 414533
Of Super Advice Services Pty Ltd – AFSL No. 283049

Allan Rickerby

"We exist to serve our clients and our business must evolve as their needs evolve. Put simply, our focus is on you."

Allan Rickerby - Super Advice Services - Managing Director

Allan has been involved in corporate financial services since 1990. After several years in senior positions, he established Super Advice Services in the belief that there was an opportunity to provide a quality service to employers and employees, with transparency and integrity whilst looking after staff.

A significant number of corporate clients have worked with Allan for over 15 years & the average time key staff have worked together is in excess of 15 years.

CHIEF EXECUTIVE OFFICER

Allan is responsible for negotiating the best possible outcomes with Financial Service providers ensuring the agreed services are delivered to clients, being both employer & employees.

Allan believes in 4 base principles: Work hard; Look after clients (staff & suppliers); Make money; Have fun.

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