Reedy Advisory is an innovative financial advisory firm providing holistic wealth management services to individuals and businesses.
Technological advancements in wealth management have enabled Reedy Advisory to provide an innovative advice process that is both efficient and personalised. Inspired by client feedback, our firm motto encapsulates both how our clients feel about our services and how we strive to deliver those services - "seamlessly life changing". By strategically leveraging technology we are able to provide a bespoke service that will fulfill your requirements and free up your time to pursue the things you love.
We provide our clients with an array of services, including: financial advice, wealth accumulation, retirement planning, superannuation (including Self Managed Superannuation Funds), investment, personal insurance, estate planning and aged care. We also have collaborative referral relationships with accountants, tax advisers, mortgage brokers, general insurance brokers and lawyers.
At Reedy Advisory we can provide you with a specific financial service or we can manage your entire financial affairs.
BA MCom DipFS F Fin FGIA MIPA AFA AFP
MANAGING DIRECTOR AND FINANCIAL ADVISER
Reedy Advisory's founder, Justin Reedy, believes that bank owned financial services licensees create a conflict of interest for the financial adviser as they are often limited to recommending financial products approved by the bank. Many of these products are also manufactured by the bank creating a significant conflict of interest and poor client outcomes. It was this philosophy that led to Justin establishing a new financial advisory firm in 2016.
Justin has worked in financial services since 2005 and has devoted his career to helping professionals, executives, directors and businesses achieve their financial goals.
By looking after his client's finances he provides them with peace of mind and the knowledge that their financial affairs are being managed to the highest standard. Justin devises, implements and maintains financial strategies covering investments, superannuation, personal insurance and taxation.
Justin holds several directorships and is a Responsible Manager for an Australian Financial Services Licensee. Justin is also a founding shareholder and Chief Financial Officer of Mother of Pearl Vodka.
Justin holds a Master of Commerce (Financial Planning), Bachelor of Arts (Australia and the Asia Pacific Region / Communications) and Diploma of Financial Services. He is a Tax (Financial) Adviser with the Tax Practitioners Board, Practitioner Member of the Financial Planning Association, Fellow of the Financial Services Institute of Australasia, Fellow of the Governance Institute of Australia, Member of the Association of Independently Owned Financial Professionals, Member of the Institute of Public Accountants, Member of the Institute of Financial Accountants UK and holds a Professional Practice Certificate issued by the Institute of Public Accountants.
Justin is supported by a team of client service professionals.