After many years in the financial services industry, we formed Discovery Wealth Advisers to provide our clients with a tailored, independent and simple alternative for financial planning.
We believe in personal, client-focused service that always puts the interest of you, the client, first.
No matter your life stage, we can assist. Whether it be saving for education, financially protecting yourself and your loved ones or ultimately the stress-free retirement.
Our Principal, Louella Jorge, has had over 20 years’ experience in the Financial Services Industry. During that time, Louella has built strong long-term relationships with clients throughout Sydney, mostly in the Hills Area.
Louella has extensive experience in providing advice in investments, retirement planning, retail superannuation, Self Managed Superannuation Funds, Insurance, Centrelink and Estate Planning.
Louella is a Certified Financial Planner and holds a Bachelors Degree in Economics from the University of Sydney.