Financial Planners

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Financial Planners are trained professionals who provide advice and assistance in identifying, and helping you to meet, your financial and lifestyle goals. This may include advice in relation to budgeting, taxation, investment structuring and management, insurance, superannuation and estate planning.

A Financial Planner can advise you in relation to the acquisition of your home or investment property, and where it should fit into your overall financial plan.

Some Financial Planners charge on a commission basis, some charge an hourly rate or lump sum for their services, and others charge a combination of commissions and fees.

Most reputable Financial Planners are members of the Financial Planning Association of Australia (FPA).

 

Brisbane

Ipswich

Gold Coast

Sunshine Coast

Toowoomba

Cairns

Townsville

Mackay

Rockhampton

Gladstone

Bundaberg

Maryborough

Other Places

   
 
Brisbane

CAROLINE WACKER CFP
Level 1  33 Sanders St
UPPER MT GRAVATT  4122
Ph: 3349 6091

PRINCIPAL FINANCIAL SERVICES
433 Logan Rd
STONES CORNER  4120
Ph: 3394 8322

DAVID FOLLETT
Suite 6
Studio 2  2 Fitzgerald Ave
SPRINGWOOD  4127
Ph: 3808 7528

CAMPBELL FINANCIAL PLANNING
Suite 9
283a Grey St
SOUTH BRISBANE  4101
Ph: 3846 6822

PATRICK BROCK CFP
Level 15  348 Edward St
BRISBANE CITY  4000
Ph: 3839 1000

VAGG FINANCIAL PLANNING
52 Tingal Rd
WYNNUM  4178
Ph: 3893 7200

WEALTH COACH AUSTRALIA PTY LTD
Ground Floor  33 Park Rd
MILTON  4064
Ph: 3514 7000

JACKSON FINANCIAL SOLUTIONS
Suite 2
1177 Logan Rd
HOLLAND PARK  4121
Ph: 3849 0670

 

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Ipswich

ATKINS FINANCIAL PLANNING
107 Limestone St
IPSWICH  4305
Ph: 3281 9600

PEACHEYS INVESTMENT SERVICES PTY LTD
8 Gray St
IPSWICH  4305
Ph: 3424 7882

TOTAL WEALTH MANAGEMENT
9 Burnett St
IPSWICH  4305
Ph: 3282 9900

DOLLAR TACTICS
49 Waghorn St
IPSWICH  4305
Ph: 3202 1767

INVESTMENT INITIATIVE PTY LTD
76 Brisbane Rd
EAST IPSWICH  4305
Ph: 3812 0515

ASSOCIATED PLANNERS FINANCIAL SERVICES LIMITED
110 Limestone St
IPSWICH  4305
Ph: 3281 1300

 

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Gold Coast

PETER T BARLOW
8 - 10 Carrara St
BENOWA  4217
Ph: 5597 0150

NEIL HERIOT
Marine Vlge
44 The Promenade
SANCTUARY COVE  4212
Ph: 5577 9711

ROBINA FINANCIAL SOLUTIONS
Riverwalk Place
Level 2  Cnr Robina Town Centre & Laver Drv
ROBINA  4226
Ph: 5575 7689

B R ACCOUNTANTS
5 Glenelg Ave
MERMAID BEACH  4218
Ph: 5575 1333

ASSET FINANCIAL SERVICES
Level 8  50 Cavill Ave
SURFERS PARADISE  4217
Ph: 1300 656 414

LUTZ & ASSOCIATES
Seabank Building
12 – 14 Marine Pde
SOUTHPORT  4215
Ph: 5532 4555

LIFE & BUSINESS PLANNING PTY LTD
Suite 1
Level 1  160 Cotlew St
ASHMORE  4214
Ph: 5539 4155

 
 

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Sunshine Coast

GROSZMANN FINANCIAL SERVICES
2 Akeringa Pl
MOOLOOLABA  4557
Ph: 5477 6090

WB FINANCIAL MANAGEMENT PTY LTD
16  21 Nicklin Way
BUDDINA  4575
Ph: 5477 6666

RON WOOLNOUGH
PO Box 422
PALMWOODS  4555
Ph: 5457 3081

JUSTIN HOLZER
Suite 26
33 - 35 The Esplanade
MAROOCHYDORE  4558
Ph: 5443 3807

HILLROSS
Unit 3  24 Smith St
MOOLOOLABA  4557
Ph: 5444 2832

WILL FRASER & CO PTY LTD
Wurtulla Shopping Village
614 Nicklin Way
WURTULLA  4575
Ph: 5493 5359

HOLMAN MCGREGOR FINANCIAL SERVICES
64 Poinciana Ave
TEWANTIN  4565
Ph: 5474 1455

 
 

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Toowoomba

ROBERTSON SCANNELL FINANCIAL SERVICES PTY LTD
1st Flr  172 Hume
TOOWOOMBA  4350
Ph: 4638 1155

TERRY SULLIVAN
Suite 5
High Street Plaza
TOOWOOMBA  4350
Ph: 4636 1822

STEWART & ASSOCIATES
264 Margaret St
TOOWOOMBA  4350
Ph: 4639 2000

TALBOT & PURVES FINANCIAL PLANNERS
14 Russell St
TOOWOOMBA  4350
Ph: 4639 1099

 

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Cairns

SHANE TIBBS & ASSOC
Upstairs  105 Mulgrave Rd
CAIRNS  4870
Ph: 4052 1950

THE ROCK INVESTMENT PLANNING LIMITED
29 Lake St
CAIRNS  4870
Ph: 4031 9144

WILLIAM BUCK SECURITIES LTD
74 Abbott St
CAIRNS  4870
Ph: 4052 3222

WALDEN FINANCIAL PLANNING
The Total Health Centre
Unit 9  146 Anderson St
MANUNDA  4870
Ph: 4032 3655

 

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Townsville

CARMEL TREMBATH
60 Blackwood St
TOWNSVILLE  4810
Ph: 4772 5333

DALLE CORT FINANCIAL SERVICES
221 Sturt St
TOWNSVILLE  4810
Ph: 4771 3800

GRIFFIN FINANCIAL PROFESSIONALS
1st Floor  79 - 81 Denham St
TOWNSVILLE  4810
Ph: 4772 6588

 

 

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Mackay

DOUGLAS GIBB & LEWIS FINANCIAL SOLUTIONS
21 Wood St
MACKAY  4740
Ph: 4944 0449

BROWN & BIRD FINANCIAL PLANNING
First Floor  224 Victoria St
MACKAY  4740
Ph: 4968 3100

DAVE DONNELLY PTY LTD
34a Gordon St
MACKAY  4740
Ph: 4953 0213

 

 

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Rockhampton

BARRY LAUNDRY
132 Victoria Pde
ROCKHAMPTON  4700
Ph: 4927 3555

AZ PRIVATE WEALTH
93 Denham St
ROCKHAMPTON  4700
Ph: 4923 7588

MAXWELL & CAMERON PTY LTD
82 High St
NORTH ROCKHAMPTON  4701
Ph: 4928 0995

 
 

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Gladstone

GARVAN FINANCIAL PLANNING
3 Glenlyon St
GLADSTONE  4680
Ph: 4972 8644

 

AC + CO FINANCIAL SERVICES
Level 1  57-63 Dawson Rd
GLADSTONE  4680
Ph: 4972 1188

 
 

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Bundaberg

CHARTER FINANCIAL PLANNING
24 Barolin St
BUNDABERG  4670
Ph: 4151 7881

ULTON FINANCIAL PLANNING
62 Woondooma St
BUNDABERG  4670
Ph: 4154 0400

 

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Maryborough / Hervey Bay

ACCOUNTPLAN PTY LTD
91 Bazaar St
MARYBOROUGH  4650
Ph: 4123 4123

RUSSELL STITT
Level 1  164 Bazaar St
MARYBOROUGH  4650
Ph: 4122 3288

KARRASCH PROFESSIONAL GROUP
81 Adelaide St
MARYBOROUGH  4650
Ph: 4123 2900

CLIVE FRANKS FINANCIAL SERVICES
93 Richmond St
MARYBOROUGH  4650
Ph: 4123 3366

 

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Other Places

 

 
 

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