Cindy Excell

Financial Strategist


Cindy is a Certified Financial Planner with over 17 years experience in the wealth management and financial planning industry. Cindy is specialised in comprehensive financial planning advice, such as superannuation and retirement planning, Self Managed Super Funds, wealth accumulation, investment portfolio management and asset allocation, debt management, cashflow planning, Centrelink and retirement longevity analysis.

Cindy holds a Master of Applied Finance, Graduate Diploma of Financial Planning and a Bachelor of Economics. She is also an accredited SMSF Specialist Adviser and Aged Care Specialist Adviser.