If you need a experienced financial planner in Sydney’s Lower North Shore, then you are in the right place. We know you wouldn’t accept any “Dodgy Joe” into your home or workplace, and so unlike other directories, our philosophy is never to accept him (or her!) into ours.

Our reference checking and interview process for a financial planner to join our Tradebusters Connect Top 3 Local Business Pick directory is one of the most stringent you will find in Australia. As a result you’ll save time, $$$ and risk by having access to the best financial planners in the Lower North Shore – that other customers in your area 100% support. Lower North Shore Sydney financial planning services: financial advisory, wealth planning and more. Simply ask!

Meet our Top 3 Local Business Picks

Rosario Carbajal, WEALTH INSPIRED

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Backed with 20 years of industry experience, and known as the "go-to" property growth strategist, meet Top 3 Local Choice, Rosario Carbajal from Wealth Inspired. "She can spot and unlock extra opportunities"  is how one long-term client described Rosario to our team, making her an ideal choice. And it's no surprise. Rosario has been an active member of the Tradebusters Connect Top 3 Local Business Pick community for many years now. We've had the pleasure of watching her help many individuals protect and grow their assets through smart wealth creation strategies. In the finance industry for over 20 years and well integrated in the local business community, Rosario has established her reputation as the property and self-managed super fund (SMSF) specialist! We discovered how many industry professionals trust Rosario to guide their clients in the SMSF space as well as other property and wealth creation strategies. Why not contact Rosario today for a FREE no-obligation consultation about your goals?

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What your locals told us

"4 years on and still the only SMSF specialist I recommend... As an accountant I need trusted financial advisors for my clients especially those looking at buying property through a super fund. Rosario is our go-to expert in this space. I can rely on her to educate and guide my clients. She presents well, is ethical and professional. She has all my support as a Top 3 Local Area Choice". Leo Colgar, Bright Accounting and Taxation Services, Sydney

   

 

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