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Financial planning

Apex was founded with a mission to simplify loans and empower people to achieve their financial dreams.

Financial planning

Apex was founded with a mission to simplify loans and empower people to achieve their financial dreams.

Our services.

At Apex Financial Advisory, we specialise in helping you take control of your superannuation with tailored solutions designed to meet your financial goals.

Whether you’re looking to grow your retirement savings, consolidate your accounts, or navigate the complexities of superannuation, we’re here to simplify the process and provide expert guidance every step of the way.

Contact us
Financial Planning

Our services.

At Apex Financial Advisory, we specialise in helping you take control of your superannuation with tailored solutions designed to meet your financial goals. Whether you’re looking to grow your retirement savings, consolidate your accounts, or navigate the complexities of superannuation, we’re here to simplify the process and provide expert guidance every step of the way.

Contact us

Industry of experts

Ongoing support

30 years experience

Industry of experts

Ongoing support

30 years experience

Industry of experts

Ongoing support

Super fund comparisons.

Choosing the right superannuation fund is critical to your financial future. Our team conducts in-depth comparisons of various funds to help you select one that aligns with your needs, risk tolerance, and long-term objectives.

Contact us

Super fund comparisons.

Choosing the right superannuation fund is critical to your financial future. Our team conducts in-depth comparisons of various funds to help you select one that aligns with your needs, risk tolerance, and long-term objectives.

Contact us

Account reviews and optimisation.

Your superannuation deserves regular attention. We offer comprehensive reviews of your existing super account, identifying opportunities to optimise your investment strategy, reduce fees, and maximise your returns.

Account reviews and optimisation

Need help?

Talk to a specialist

Need help?

Talk to a specialist

Need help?

Talk to a specialist

Need help?

Talk to a specialist

Account reviews and optimisation.

Your superannuation deserves regular attention. We offer comprehensive reviews of your existing super account, identifying opportunities to optimise your investment strategy, reduce fees, and maximise your returns.

Lost super retrieval.

Your superannuation deserves regular attention. We offer comprehensive reviews of your existing super account, identifying opportunities to optimise your investment strategy, reduce fees, and maximise your returns.

Contact us
Lost super retrieval.

Lost super retrieval.

Your superannuation deserves regular attention. We offer comprehensive reviews of your existing super account, identifying opportunities to optimise your investment strategy, reduce fees, and maximise your returns.

Get started

How it works.

It couldn’t be easier…

Research

We find out how your super is performing, how you’re insured and what fees you are currently paying.

Customise

We inquire further to gain a better understanding of your preferences, in order to tailor our services to your specific needs.

Results

Together with our financial advisors, we’ll explain how you will perform with your current super fund and how much better off you are by following their advice.

Personalised support

At Apex Financial Advisory, we understand that every client’s situation is unique. That’s why we provide personalised advice, empowering you to make confident decisions about your superannuation and broader financial strategy.

Get in touch

Personalised support

At Apex Financial Advisory, we understand that every client’s situation is unique. That’s why we provide personalised advice, empowering you to make confident decisions about your superannuation and broader financial strategy.

Get in touch

Meet the Apex Financial Advisors team.

We have a team of industry specialists and experts with over 30 years of experience in all segments of the Finance and Banking Environment to ensure all your needs are taken care of. We work with you to understand your unique situation and tailor a plan to meet your needs.
Meet the team

Christian Tan

Team Leader

Experience

8 years

Stefan Falvo

Team Manager

Experience

5 years

Jordan Archibald

Research Consultant

Experience

15 years

Meet the Apex Financial Advisors team.

Christian Tan

Team Leader

Experience

8 years

Stefan Falvo

Team Manager

Experience

5 years

Jordan Archibald

Research Consultant

Experience

15 years

We have a team of industry specialists and experts with over 30 years of experience in all segments of the Finance and Banking Environment. to ensure all your needs are taken care of. We work with you to understand your unique situation and tailor a plan to meet your needs.

Meet the team

Start planning today.

Your retirement success starts with the right plan. Partner with Apex Financial Advisory to simplify your superannuation journey and make the most of your financial future.

Contact us today to learn how we can help you achieve your goals.