Personal Wealth Solutions in Bundaberg 4670 QLD

Personal Wealth Solutions

Bundaberg Enterprise Centre - Corner Quay & Tantitha Streets, Office 12, 2 Tantitha St, Bundaberg 4670 QLD
07 4151 6446
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Retirement Planning, Allocated Pensions, Superannuation, Personal Insurance, Investment Advice. Secure your future with reliable advice and ongoing personal service.
State: Queensland
Region: South
Suburb: Bundaberg
Postcode: 4670
Business Type: Investing

Profile: Personal Wealth Solutions is a Investing company located at Bundaberg, Queensland Australia, address is Bundaberg Enterprise Centre - Corner Quay & Tantitha Streets, Office 12, 2 Tantitha St, Bundaberg 4670 QLD, postcode is 4670, you can contact Personal Wealth Solutions by phone 07 4151 6446
Description:
Personal Wealth Solutions is a professional business that is genuine in its focus on providing personalised valuable solutions. The proprietor of Personal Wealth Solutions (Tony OMara*), started his own Financial Planning practice in 2008, after working in financial services since 1994. He has been an Associate Practitioner Member (AFP) of the Financial Planning Association of Australia (FPA) since 2002 and has attained the Advanced Diploma of Financial Services (Financial Planning), in addition to holding a Bachelor Degree in management. He continues to fulfil ongoing Professional Development education requirements in excess of the requirements recommended by the FPA. Tony worked as a Lending Manager from 1994 to 1997, and then joined a private Accounting-Financial Planning firm. From 2001 to 2006 he worked as a Financial Adviser for ANZ Bank, then became an Adviser for QInvest, specialising in retirement planning for QSuper members. With these qualifications and extensive experience, Tony is well qualified to help clients achieve their financial goals. Retirement planning (superannuation, allocated pensions and non-super investment advice) is a primary focal point for Tony, where he aims to effectively work together with clients. Clients can see Tony at their home-business or at his office. Tony is a proud supporter of the Brisbane Broncos rugby league team, enjoys socialising and reading autobiographies. Above all, Tony enjoys spending quality time with his family. * Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125 AFSL 238429) Discover real wealth solutions through a committed and proactive service, tailored to your individual needs. Call us or visit our website to set up a meeting.
Additional Information:
Appointments Available
Services:
Investing
Service Options
RolloversInvestment TrustsRetirement Planning

Google Map of Personal Wealth Solutions address: Bundaberg Enterprise Centre - Corner Quay & Tantitha Streets, Office 12, 2 Tantitha St, Bundaberg 4670 QLD.

Personal Wealth Solutions

Bundaberg Enterprise Centre - Corner Quay & Tantitha Streets, Office 12, 2 Tantitha St, Bundaberg 4670 QLD

Investing

Service Options

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