OUR SERVICES
protect
Protect the ones you
care about
Successful investing starts with a strong understanding of what you are trying to achieve and when
ABOUT
Birling Private Wealth is a well respected financial wealth management firm with a focus on innovation to ensure fast, efficient and hassle-free advice.
Connecting all the elements with our personal service and bespoke advice, we will support, educate and guide you on everything from getting your cashflow under control, making money through super, SMSFs and investments; to tax minimisation and risk management strategies; and planning for the unexpected with personal insurance and aged care plans.
Our team are here at Birling because they love to make it a priority to get to know you and your family and understand your current situation and your goals. Each and every member of our team is aligned to help you create clear strategies with clear actions that you're comfortable with.
FIND US
LOCATIONS
Sydney | Port Stephens
CONTACT US
HEAD OFFICE
Suite 2 Level 10 83 Clarence Street
Sydney NSW 2000
REGIONAL OFFICE
29 Sandy Point Road
Corlette NSW 2315
POST
PO Box 254
Nelson Bay NSW 2315
PHONE
02 8001 6488
EMAIL US
We are committed to providing you the best advice and services. However, if you have a complaint, please discuss with us first or forward your complaint in writing to our complaints team.
If you are not satisfied with our services and your issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA).
AFCA provides fair and independent financial services complaint resolution that is free to consumers. You can contact AFCA on:
Online: www.afca.org.au
Email: info@afca.org.au
Phone: 1800 931 678
Mail: Australian Financial Complaints Authority
GPO Box 3, Melbourne VIC 3001