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Superannuation Specialists Australia

Superannuation Specialists Australia connects clients with licensed advisers for personalised, independent superannuation guidance and reviews.

Overview

Display / Trading Name
Superannuation Specialists Australia

Business Description

Superannuation Specialists Australia connects individuals with licensed financial advisers for personalised superannuation guidance across Australia. The service brings together over 20 years of collective experience in the superannuation industry.

  • Complimentary super reviews to assess fund performance and fees
  • Lost super tracing, addressing the approximately 16 billion dollars in unclaimed superannuation nationally
  • Guidance on insurance held within superannuation
  • Investment connections and transition to retirement planning

Service & Expertise

Compensation, Benefits and Rewards

Superannuation Advisory and Compliance

Superannuation Specialists Australia provides Superannuation Advisory and Compliance services across Australia, connecting individuals with licensed advisers for personalised, independent superannuation guidance.

  • Brings together over 20 years of collective experience in the superannuation industry, facilitating connections between clients and financial advisers.
  • Offers a complimentary super review covering fund performance and fees, helping clients understand their options.
  • Runs lost super tracing, noting around 16 billion dollars in lost and unclaimed superannuation held nationally.
  • Also connects clients to advice on insurance held within superannuation, investment options, and transition to retirement planning.

Best for: individuals seeking a complimentary review of their superannuation fund and connection to a licensed adviser ahead of retirement planning.

Operational Coverage

  • Queensland (Hybrid) Local presence: Staff based locally 7/9 Frinton St, Southport, QLD, 4215

Industry

Industry Experience

Financial and Insurance Services

Contacts & Channels

Related Vendors

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