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José Hernandez

With over 10 years’ experience in the financial planning industry, José enjoys working with individuals and their families, helping them create, grow and protect their wealth whilst living a balanced lifestyle.

José focuses on helping clients get financially organised and make smart decisions about their money. Knowledgeable, honest and friendly, José provides his clients with guidance and security in all aspects of financial planning.

José takes time to understand what his clients’ goals and dreams are for the future. Strategies, unique to each client, are then implemented and regularly reviewed until their ultimate goals are achieved.

José is currently working towards attaining his Masters in Financial Planning and Certified Financial Planner (CFP) qualification.

Outside of work, José enjoys spending time at the beach with his wife and three kids, and his new impact driver…it’s got plenty of torque! His hobbies include photography, soccer, surfing, mountain biking, building things and playing guitar.

Qualifications/Memberships

  • Member of the Financial Planning Association
  • Graduate Diploma in Financial Planning (Kaplan)
  • Tax (financial) Adviser

Areas of expertise

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Experience

  • Over 10 years’ experience in the financial planning industry

José Hernandez is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

José Hernandez

(02) 4933 2944

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40 Belmore Road Lorn, New South Wales 2320

(02) 4933 2944

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Contact José Hernandez

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