Vermilion Wealth Advisory
Financial services
Choose a service to see who it is for and how an introduction works. Reading a page is general information. It is not personal advice. Financial advice is provided by MGB Financial Services.
Retirement planning
How super and savings can support life after work.
SMSF advice
Self-managed super advice in Sydney, provided by MGB Financial Services.
Wealth management
Saving, investing and cash flow, in plain language.
Personal insurance
Cover for income and family if work or health changes.
Financial planning for doctors
Planning for doctors and medical specialists.
Estate planning
Estate planning with specialist legal partners.
Private clients
Planning for families with trusts, companies and more than one generation.
Sydney and Parramatta
Where meetings happen
In person in the area you live or work, or by video. No street address is published.
Questions
FAQs
What are the financial services on this website?
The pages describe services in the Financial Services Guide: retirement planning and superannuation, SMSF advice, personal insurance, wealth accumulation, budget and cash flow, and Centrelink or other government benefits where they relate to that work. SMSF advice in Sydney is provided by MGB Financial Services. Vermilion introduces clients and does not give the advice.
Who provides the financial advice?
MGB Financial Services Pty Ltd (ABN 71 142 178 185), Authorised Representative No. 428617 of Charter Financial Planning Limited (ABN 35 002 976 294), Australian Financial Services Licensee and Australian Credit Licensee No. 234665. Vermilion does not hold an Australian financial services licence.
Does this website name an adviser?
No. The credentials block states that advice is provided by MGB Financial Services, Authorised Representative of Charter Financial Planning Limited, and it sets out the licence disclosure. Individual advisers are not named, and qualifications are not listed.
Where can a meeting happen?
In person in Sydney, Parramatta, the North Shore, the Eastern Suburbs or the Hills District, or by video. No street address is published. The location pages explain how each area actually meets.
Is estate planning a legal service here?
No. Estate planning is described only as estate planning with specialist legal partners. MGB Financial Services is not a law firm and does not give legal advice. Vermilion does not give legal advice.
How does a consultation start?
You book a free initial 15-minute chat with Vermilion. It is a conversation about an introduction. It is not personal advice. If you ask, the enquiry can be passed to MGB Financial Services, which explains scope and fees before advice is prepared.
The advice provider
Credentials of the practice
Financial advice is provided by MGB Financial Services Pty Ltd, Authorised Representative No. 428617 of Charter Financial Planning Limited. The practice gives personal advice only through people who are registered to do so. This website does not name an individual adviser.
You can search the ASIC Financial Advisers Register for the practice and for the people authorised to give personal advice. The Financial Services Guide sets out the services, how the practice is paid, and how to complain.
Complaints can be raised with MGB Financial Services, then with Charter Financial Planning using the details in the Financial Services Guide, and then with the Australian Financial Complaints Authority ( afca.org.au, 1800 931 678).
Begin with a conversation
Book a free initial 15-minute chat
The free initial 15-minute chat is a conversation about an introduction to MGB Financial Services. It is not personal advice, and you can stop after it. If you go further, MGB Financial Services explains the scope and the fees before any advice is prepared.
General advice warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.