Cindy Excell

Financial Strategist

Sydney

Speciality Area

About

Cindy is a seasoned Certified Financial Planner™ and SMSF Specialist Advisor™, boasting over 18 years of expertise in wealth management and financial planning. Her specialization encompasses comprehensive financial planning services, including superannuation and (pre-) retirement planning, Self Managed Super Fund management, wealth accumulation, investment portfolio management, asset allocation, debt management, cash flow planning, Centrelink advice, retirement longevity analysis, and Aged Care planning.
Throughout her career, Cindy has diligently served a diverse clientele, from retail clients to High Net Worth individuals. She leverages her extensive knowledge and experience to empower her clients, enabling them to make informed financial decisions that align with their goals. Cindy has held pivotal roles as a Financial Adviser at prominent industry super funds, a Private Wealth Adviser at Macquarie Bank, a Private Wealth Manager at CBA Private Bank, and a Senior Financial Adviser at Australian Unity. Currently, she serves as a Senior Financial Adviser at Nestworth.
Outside of her professional endeavours, Cindy is married and a mother to two daughters. Beyond her financial expertise, Cindy leads a dynamic life as a Certified Personal Trainer and Neuro-Linguistic Programming Practitioner. She enjoys immersing herself in books on personal development, indulging in science fiction films, and cherishing quality time with her family.

Qualifications

  • Master of Applied Finance (Macquarie University)
  • Graduate Diploma of Financial Planning (FINSIA)
  • Certified Financial Planner (CFP®)
  • Self Managed Super Fund Specialist Adviser (SSA®)
  • Accredited Aged Care Specialist Adviser
  • Bachelor of Economics (Accounting)
  • Life Risk Specialist (LRS®)
  • Advanced Diploma of Financial Services (Financial planning)
  • Diploma of Financial Services (Financial Planning)

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" ‘Richer Living’ to me, it means financial freedom and always having peace of mind with our financial future. It means not having to worry about bills and expenses and live my desired lifestyle knowing that my financials are on track. "

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“To realise that one can spend these years confidently, knowing that one’s funds are managed and monitored by a trusted organisation within a relationship that recognises and adjusts to my personal needs is so important.”

Peter – Nestworth client for 12 years

“I have no hesitation in recommending Nestworth to anyone who is looking to bring some security and balance to their financial situation or improve where they are at.”

Jerry – Nestworth client for 23 years

“My advisers expertise has been so valuable in an area I clearly do not understand, and he takes great care and time to explain things in a way that I can understand.”

Leanne – Nestworth client for 3 years

“We have been with the team for approximately 30 years, riding through some tough times on the back of other guidance. We now enjoy a fabulous relationship with Matthew and enter post-retirement planning with a great sense of confidence and optimism.”

Dallas & Julie – Nestworth client for 30 years

“We have been with the team ever since the company started nearly 20 years ago and have enormous confidence in the service and advice provided to us over this period.”

Ian & Karen – Nestworth client for 19 years

“We have always found the service to be professional and undertaken with timeliness.”

Brian & Rita – 4 years

“I would recommend this team to anyone looking for financial planning services.”

John – Nestworth client for 27 years

“The team have taken all of the financial stress off my shoulders and are always a pleasure to talk to.”

Kelli – Nestworth client for 6 years

“The advice and strategy we received from them has been outstanding and not only that, we created a trust relationship throughout the years.”

Jake & Anna – Nestworth client for 12 years