If you need a experienced financial planner in Sydney’s Upper 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 Upper North Shore – that other customers in your area 100% support. Upper North Shore financial planning services: financial advisory, wealth planning and more. Simply ask!

Meet our Top 3 Local Business Picks

Martin Cossettini, BLUE DIAMOND FINANCIAL PTY LTD

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When your objective is to retire comfortably or simply be "better off", he'll guarantee a plan that WORKS. Meet Top 3 Local Choice, Martin Cossettini from Blue Diamond Financial Pty Ltd. "He provides clear workable options" is how one client described working with Martin. Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to 45 year old+ individuals looking to "get there" - where it be a strategy to build wealth or simply be comfortable in retirement. Martin offers a FREE financial advisory consultation to determine only one thing- if he can put you in a better financial position than your present one. Otherwise, he won't take you on as a a client. We think it's certainly worth a call. Why not contact Martin today?

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What your locals told us

“My Key Referral Partner For Clients Needing Financial Advisory Services”. Martin has a wealth of industry experience. He is transparent and reliable in his communication methods. I do not hesitate in referring my clients to him ( so much so that we invite him constantly to meet our clients at our office) as I know they will be well looked after.“ Arif Harini, Accounting Business, Baulkham Hills

   

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