Excel Financial Advisors are located in the Port Stephens NSW, just north of Kaurah 

We provide specialist advice on:
- Self Managed Super Funds
- Superannuation & Retirement Planning
- Business Accounting & Taxation
- Direct Property & Share Investment
- Mortgage & Commercial Loans

We believe that obtaining the right advice before a transaction is preferable to just having to make the best of the situation after the event. With our knowledge and experience we are able to steer you in the right direction. The simple approach is often the best approach and everybody's needs are different. We believe there is no such thing as an "off-the-shelf" solution. We know the success of our business is directly linked to the standard of service and quality of advice we provide to our clients. We want you to be pleased to recommend our firm to your family and friends.

Our mission is to enjoy what we do and achieve satisfaction by helping our clients. We endeavour to be recognised by our peers, clients and the business community as a provider of quality professional financial advice and services and wish to grow our business through word of mouth referral.

We invest heavily in ongoing professional training, and are subject to quality assurance reviews. This ensures we are equipped to provide our services to you in a professional manner.

Excel Financial Advisors

Org chart

Teams

Offices