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 1304, 83 Mount Street

North Sydney NSW 2060

 

REGIONAL OFFICE

29 Sandy Point Road

Corlette NSW 2315

POST

PO Box 254

Nelson Bay NSW 2315

PHONE

02 8001 6488

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EMAIL US

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GET IN TOUCH

To speak to one of our team please click here 

or call  02 8001 6488

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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

COMPLAINTS