Need a financial planner in Woolloongabba?
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Brent has been providing us with professional, fantastic financial advice and guidance for many years now. He is always helpful and provides...
Tony maintained excellent service and communication levels throughout the entire refinance process. His attention to detail and knowledge were a...
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Write the first reviewWhen was your business founded?
Established in 1992
What is your level of experience in this line of work?
Award Winning and Industry Certified Financial Planner
What certifications, qualifications or awards has your business received?
Finalist - 2023 Professional Practice of the Year
Finalist 2023 Woman in Finance SMSF (Self-Managed Superannuation Fund) Adviser of the Year
Winner 2022 Financial Adviser of the Year (FAAA)
Certified Financial Planner
What is your fee structure like? Fixed fees? Hourly rates?
Fixed Fees
What are your current prices (fixed and variable)?
Fixed Fees
Are you a member of any professional / industry associations?
Financial Advice Association Australia (FAAA)