Sunshine Coast Financial Advisers
14/64 Sugar Road,Maroochydore, QLD, 4558
phone 07 5479 5908 emailadmin@suncfa.com.au languagehttps://www.suncfa.com.au
Sunshine Coast Financial Advisers
Helping clients with combined 25 years' experience
We pride ourselves on being a locally-owned company with a team of knowledgeable financial advisers and support staff. Based in the heart of Maroochydore, we focus on delivering quality advice for our clients.
With plenty of off-street parking there will always be a friendly face and a fresh coffee when you visit us at 14/64 Sugar Road Maroochydore.
Our team undertake ongoing training at the highest levels to keep to the absolute forefront of the financial planning industry. With the aid of our exclusive in-house computer software programs, we are able to regularly review our client's investments. Our uniquely designed website provides the security for clients to track their own investment portfolio performance, total financial position and home loan positions from the comfort of their own home.
Over the years, we have worked with countless clients throughout Sunshine Coast, Caloundra, and Brisbane - providing all our clients with tailored financial solutions.
Discover how we can help you - and other generations of your family - get more out of life.
Request a callback Book an appointmentOur team
Nathan Welling
Director
ContactHolding a Graduate Diploma in Financial Planning, Nathan began his career in the financial services sector in 2006 with one of Australia’s largest financial services providers.
Nathan is passionate about getting to know his clients and their individual financial needs. He understands and enjoys the process of developing this relationship to ensure that his clients’ financial goals continue to align with their evolving stage of life, and the changing requirements that will come with this.
With his expertise, experience and resources, Nathan will work with you to help you tailor your investments and financial strategies to align your financial goals. He is proud of his proven history of long-term adviser/client relationships and ensures his clients feel empowered to call on him at any time for updated financial advice.
Nathan and his young family enjoy the Sunshine Coast lifestyle and being involved in their community. Nathan loves a challenge and after completing the Blackall100 event in 2017 – a 100km trail run through the Sunshine Coast hinterland – he is looking to his next personal challenge.
Andrew Taveira
Senior Financial Adviser
ContactAndrew Taveira has been a Financial Adviser since 2011 with a large financial institution, successfully providing advice to his clients in areas of investment, superannuation and wealth protection.
An avid sports fan, Andrew can be found proudly sporting a Collingwood jersey on the weekend…given the team he follows, this is strictly prohibited in the office!
As a Financial Adviser, Andrew enjoys longstanding relationships with his existing clients as they continually work towards, and re-evaluate, their financial goals and objectives. Andrew enjoys taking a long-term view to facilitating the advice process to ensure all clients, new and existing, have tailored investments and financial strategies which align with their financial goals.
Ensuring clients are engaged and empowered is at the heart of Andrew’s approach.
Servicing Brisbane North and the Sunshine Coast.