About Us

The Watzdorf Financial Planning team is committed to our strong customer service record and will be able to deliver an even broader service package.

We are a boutique Financial Planning practice that supports the local community with a strong focus on family and small business.

Our advisers have extensive experience and act in a manner which safeguards your interests and provides you with access to a wide range of products.

We have helped many clients to invest their savings and to protect their assets, we are well placed to assist you.

The principals of Watzdorf Financial Planning are authorised representatives of Watzdorf Nominees Pty Ltd, an Australian Financial Services licensee.

Watzdorf Nominees Pty Ltd

Watzdorf Nominees Pty Ltd is wholly owned by Werner and Manuela Watzdorf. We provide financial services that are structured to suit the particular needs of each client. Our advice is highly personalised and explicitly considers our clients. Authorised Representatives specialise in personalised strategic financial planning, personal risk insurance and investment advice to individuals, small business owners and trustees. We will engage in extensive market and company specific research and closely monitor a dynamic approved product list. To allow us to concentrate on our core activities we outsource some functions and engage professional services to assist us with delivery of legal, accounting, compliance and other licensee support services, research, training, IT support, modelling and planning software. We have access to a broad range of products and platforms and will recommend products that are in your best interest.

Watzdorf Nominees Pty Ltd holds an AFSL issued by the Australian Securities and Investments Commission and is a Professional Partner of the Financial Planning Association of Australia (FPA).