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We have listed the 10 best Townsville Financial Planners.
Andrew is the lead adviser in our financial planning team and is passionate about building long-term relationships with his clients. Andrew enjoys working closely with clients and their other related professional advisers in order to better understand and achieve their long term financial goals and objectives together.
Andrew’s qualifications and experience are:
Andrew is responsible for financial planning, superannuation, insurance and loans. Andrew’s association with the financial sector began in 1988 with Westpac, prior to completing his Commerce degree and gaining employment in taxation and auditing. Andrew has been involved in the ownership and management of two successful franchise businesses before returning to the financial sector in 2010.
Born and raised on a cattle and sheep property south of Hughenden, Andrew’s family continues to operate the family property and he has a very sound practical understanding of the challenges facing farming families.
Andrew is married to Corinn and they have four children together. Andrew also has four children from a previous marriage, so when he has spare time he likes to hit the golf course!
Office
Ground Level, 250 Ross River Road
Aitkenvale
Townsville, QLD 4814
Shaylee is responsible for the review and development of existing clientele of M Financial Services, specialising in Superannuation, Investment and Insurance. She gains comfort in helping her clients meet their personal and financial objectives.
Shaylee’s qualifications and experience are:
Shaylee has been employed at M Financial Services and been a dedicated team member since 2015. She has shown her commitment to her continued development for her own aspirations as well what it will mean to her clients. Prior to joining M Financial Services, Shaylee was travelling overseas for 6 and a half years where she specialised in Hotel Management, Shaylee has experience in managing up to 115 staff in various roles and departments. During her time overseas Shaylee visited over 35 countries and still continues to add to the ever-growing travel bucket list.
Shaylee likes to consider herself as a bit of a foodie, seeking out local hotspots as well as baking for friends and family. In her down time, she enjoys staying active and exploring the beautiful backyard we have on offer here in North Queensland. Like most North Queensland locals, she has a love for the beach.
Office
Ground Level, 250 Ross River Road
Aitkenvale
Townsville, QLD 4814
Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs.
Gary is a Certified Financial Planner® professional with the Financial Planning Association of Australia (FPA) and a Senior Associate of Financial Services Institute of Australasia. Gary holds a Diploma of Financial Planning as well as a Diploma of Financial Markets from the Securities Institute of Australia. Gary has over 30 years’ experience in the financial services industry and over 20 years working as a financial planner. He is the Branch Manager of the Bridges Townsville office and is also a Justice of the Peace (Qualified). Gary’s focus is to increase client’s knowledge and together with them build a structured approach to investing which will enable clients to achieve their financial goals.
As an Authorised Representative of Bridges, Gary is able to assist clients in the areas of:
> Tax-effective investment strategies
> Superannuation strategies
> Retirement planning
> Centrelink entitlements > Stockbroking
> Salary packaging
> Life insurance (life, TPD, trauma, income protection, business expenses)
> Estate planning
> Aged care advice.
Backed by a team of leading research analysts clients have access to a range of leading Australian and international fund managers as well as listed investments. Gary is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
Office
220 Charters Towers Road
Hermit Park QLD 4812
Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs.
Darren Franklin is a Certified Financial Planner® professional with over 20 years experience in financial services. He services both the Townsville and Mackay areas. Darren’s focus as a financial planner is to keep his clients on track throughout different market conditions whilst maintaining the overall objective of financial security and peace of mind.
As an Authorised Representative of Bridges, Darren is able to assist clients in the area of:
> Tax-effective investment strategies
> Superannuation strategies including self-managed superannuation funds
> Retirement planning
> Centrelink entitlements
> Stockbroking
> Salary packaging
> Life insurance (life, TPD, trauma, income protection, business expenses)
> Estate planning
> Aged care advice.
Backed by a team of leading research analysts clients have access to a range of leading Australian and international fund managers as well as listed investments. Darren is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
Office
220 Charters Towers Road
Hermit Park QLD 4812
Jason is the Branch Manager, Senior Adviser, Technical Specialist and owner of the Grow Your Wealth Financial Services office in Townsville. Before moving to obtain his own licence, Jason held a similar position with RBS Morgans. Jason previously worked for National Australia Bank and as a public practicing accountant.
Jason has been in the financial services industry since 1998 before starting with the firm in August 2001 and purchased the office in July 2005. Prior to that Jason worked as an Accountant and Financial Planner and has a background in banking and finance.
Jason holds a Bachelor of Commerce Degree (Accounting) from James Cook University, a Diploma of Financial Planning and is a Specialist Financial Planner and a Self Managed Super Fund Specialist with CPA. He also holds a Public Practicing Certificate with CPA.
Jason is employed by Grow Your Wealth Pty Ltd which is the entity that manages the office of Grow Your Wealth Financial Services at Townsville. Jason is remunerated by way of salary and profit share.
Investment Style
Jason deals with high net worth clients looking for that full service experience, he provides advice on structuring, superannuation, Self Managed Super Funds, Taxation issues and portfolio management.
Jason focuses on providing long term returns above the ASX200, while matching client’s portfolio to the clients risk profile. To provide long-term sustainable growth he focuses on achieving maximum returns, providing tax effective structures in a low fee environment.
Professional Associations
Certified Practicing Accountant (CPA)– Specialist Financial Planning
(CPA) Self Managed Super Fund Specialist
ASIC Approved Competencies
Office
51 Thuringowa Drive, Kirwan QLD 4817
Jane is an investment adviser focusing on large net worth clients. She provides advice to clients regarding their investments, structures and estate planning. Jane was instrumental in setting up the Grow Your Wealth, Private Wealth Management service.
Jane holds a Bachelor of Laws Degree from James Cook University and a Graduate Certificate in Financial Planning. Jane is also a Solicitor of the Supreme Court of Queensland and now provides legal advice to Grow Your Wealth Pty Ltd and its related entities.
Prior to working in the financial services industry Jane was the in-house lawyer for a large building and property development company and prior to that Jane was a partner in a Townsville Law Firm and practised in the areas of Property, Business and Estate Planning Law.
Jane is remunerated by way of salary and profit share.
Investment Style
Jane focuses on long term investment advice, with a strategy of buying quality businesses below their intrinsic value with a view to providing clients with solid long term income and growth. Jane focuses on investments inside managed funds and wrap platforms. Her goal is to help clients achieve a comfortable retirement.
Professional Associations
Member Queensland Law Society
Solicitor of Supreme Court of Queensland
ASIC Approved Competencies
Financial Planning
Superannuation
Managed Investments
Insurance
Securities
Office
51 Thuringowa Drive,
Kirwan QLD 4817
Frank has over 28 years’ experience providing strategic financial planning services and advice. He assists clients of all ages and circumstances with a variety of financial planning and investment solutions to achieve their objectives and solve complex problems.
He has a Diploma in Financial Planning (Dip FP) and is a Commissioner for Declarations (C.Dec) and an Accredited Finance Broker (AFB).
Frank has in depth knowledge of superannuation and retirement issues and considerable experience in the establishment of practical wealth accumulation strategies.
He is skilled at helping people take control of their financial lives and explaining their options for saving, lending and investing for the future. Frank can assist clients with all aspects of financial planning and investment and has extensive experience in building income streams, portfolio management, trusts, social security, aged care and accomodation issues.
His clients include generations of families, with many younger clients referring their parents to him.
Frank is a passionate advocate for improving industry standards and helping people better understand planning and investment issues.
As qualified by the Financial Planning Association of Australia, Frank is a Certified Financial Planner
Office
1 Balls Lane Mundingburra QLD 4812
“Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.”
Diana commenced her career in financial services in 1982 and has extensive experience in banking, stockbroking and financial planning.
Services and specialities
Stockbroking
Portfolio Administration
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Personal Insurance
Investment Style
As an investment adviser Diana works one-on-one with her clients to construct long-term wealth creation strategies as well as portfolio management, pre-retirement planning and retirement planning. Diana creates tailored investment portfolios based on each client’s individual risk profile investment needs and goals.
Industry Education & Experience
Qualifications
Diploma of Financial Planning, Deakin University ,
CERTIFIED FINANCIAL PLANNER®, FPA,
Professional Associations
Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
Tax (Financial) Adviser
Townsville Business Womens Network
Approved Competencies
Securities
Superannuation
Managed Investments
Financial Planning
Margin Lending
Life Insurance
Generic
Office
Suite 6, Level 1, 520 Flinders St
Townsville
QLD 4810
Born and bred in North Queensland and coming from a family with a strong history in the cane farming community in Mackay, Sonia understands the battles of small business and agribusiness. Since 1998 she has dedicated herself to helping her clients achieve their financial goals by providing personalised Financial Planning advice. She takes the time to listen and understand her clients to ensure they are maximising their entitlements and meeting their income needs both now and in the future. She believes that understanding her clients on more than just a financial level provides an excellent foundation to building a long term ongoing relationship. Her experience extends from working with a range of clients including Employees, Professionals, Small to Medium Enterprises (SMEs), High Net Worth clients, Agribusiness clients and Retirees.
Throughout her career, having worked in publicly listed companies for eight of those years, she noticed that the focus was more on the shareholders rather than the most important people, the clients. In 2014, she made the decision to establish Pace Financial and this has enabled her to focus on her clients and deliver the highest possible personalised service they deserve.
Whilst working for one of the Big 4 Banks, she was awarded the Christo Award recognising her commitment, honesty and positivity with her clients and colleagues as well as being ranked in the top 20 Financial Planners in Australia. Her education includes obtaining a Diploma of Financial Services (Financial Planning), achieving Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products Accreditations as well as being accepted as an Associate Financial Planner (AFP) of the Financial Planning Association of Australia.
Office
510 Woolcock Street, TOWNSVILLE QLD 4814
Hi my name is Dennis DiBartolo, Practice Principal of Altitude Wealth Management in Townsville and a fully qualified Financial Adviser. I have completed a Masters in Financial Planning, an Advanced Diploma in Financial Planning as well as become a Life Risk Specialist and a SMSF Accredited Specialist Advisers. This ensures my advice is cutting edge and that I abide by the highest standards within the SMSF industry.
Every year we help our clients implement new strategies with the focus on creating wealth for their retirement. We are living longer, that’s why retirement planning has never been more important to get right. Once you retire you typically stop working for around 30 years! Over the past 16 years, I have many clients get more clarity, structure and certainty around their retirement needs.
I generally work with clients that are employed or self employed, engaged in wealth creation and wanting to improve their financial position. Retirement Planning is all about giving you choices and options. Our clients tell us that they feel a sense of relief after working with us as they feel they have a plan, clarity and structure. I believe our point of differentiate is we are a boutique advice business – you aren’t just another customer but a client.
I’m a patrolling member and the Deputy President of the Townsville Picnic Bay SLSC. I enjoy being involved because it teaches our kids to be future lifeguards and I like to contribute towards keeping our beaches safe each year. My charity of choice is Juvenile Diabetes Research Fund as this chronic illness has impacted my family personally through my daughter Lucia who was only 6 when first diagnosed. I also support Children’s Cancer Institute of Australia through an annual charity bike ride each year raising much needed money for Children with cancer.
QUALIFICATIONS AND PROFESSIONAL MEMBERSHIPS
AREAS OF EXPERTISE
Office
11 Ross River Rd, Mysterton, Townsville QLD 4812
© 2019. All rights reserved.