Advantedge Financial is a fee for service financial advice firm that is focused on providing valued advice, with a People before Profit motivation. From investing when starting out, to retirement, we provide guidance through every stage of life.
We also have a particular interest in assisting those interested in Ethical Investing and helping people navigate the Aged Care system.
We value developing genuine and long term relationships with clients, work together with you on your financial journey, and improving financial awareness along the way. People before Profit means we put your interests first.
Advantedge Financial work closely with accounting firm Mid Coast Accountants. Our office in Forster is solar powered. There are no charges for any initial meetings and any subsequent fees are agreed by you well in advance.
Justin has been in the industry since 2000 and providing advice to clients since 2006. Justin and his wife Tonya (who grew up in Forster) have 4 children together, which helps in understanding the needs of those looking to accumulate wealth and get ahead, whilst also raising and protecting their family.
Jason has been a financial adviser since 2005, growing up and working in Sydney until moving to the Mid North Coast a few years ago. Jason has a particular interest in Ethical Investing, working together with retirees, and simplifying the complexity of the Aged Care system for clients and their families.
7 Boona Street, Forster, NSW, 2428
2 Portside Crescent, Maryville, NSW, 2293
P.O Box 802 Forster, NSW, 2428
02 6554 9666
De Soza Holdings Pty Ltd t/as Advantedge Financial (Rep No. 1277478) (ABN 68 483 553 682) is a Corporate Authorised Representative of Affinia Financial Advisers Limited (AFSL No. 237857). The contact details for De Soza Holdings Pty Ltd are listed above. Justin Van Haren and Jason Lukjanenko have been appointed as Authorised Representatives of Affinia to provide financial services on its behalf.
The information provided on this website is general advice only and does not take into account your individual needs, objectives or financial situation.