Blue Ribbon Financial Services

Blue Ribbon Financial Services is a financial advisory and planning firm based in Wagga Wagga. The firm was established in 2003 by Ian Burkinshaw. In 2021, it entered a new chapter under the leadership of Luke Farrugia and Kiri Taupo, both Directors and Financial Planners. Luke Farrugia joined Blue Ribbon in 2014 and became a Financial Adviser in 2018; he completed a Graduate Diploma of Financial Planning in 2022. Kiri Taupo joined Blue Ribbon in 2021 and has over 12 years of experience across the financial planning landscape.

Blue Ribbon Financial Services is an authorised representative of Charter Financial Planning Limited and has been assisting people with their financial needs for over 20 years. Services include preparing for retirement, savings and investment advice, Centrelink enquiries, personal insurances, and superannuation.

In Turvey Park, Blue Ribbon Financial Services receives praise centred on the expertise of named advisers Burkey and Luke, who are thanked for the advice they have given over a number of years. A further account commends the staff as helpful and well informed.

The practice operates from Coleman Street and sees clients between 08:30 and 17:00 on weekdays, with Friday hours ending at 16:00. Both accounts describe a financial planning relationship in which the guidance provided is valued for its depth and reliability, and the named advisers sit at the centre of these experiences.