Financial advice in Albany Creek, Bray Park, Chermside and surrounding areas.

Introducing Simon Devine, your authorised MCFP financial planner.

Simon can help you with the following financial services:

  • Personal insurance advice
  • Investment planning advice
  • Superannuation and rollover advice
  • Wealth creation
  • Retirement planning
  • Portfolio review services


I can provide advice on and deal in the following financial products:

  • Deposit Products
  • Debentures, Stocks & Bonds
  • Life Insurance – Risk
  • Life Insurance – Investment
  • Managed Investments
  • Retirement Savings Accounts
  • Securities (Shares & Managed Funds)
  • Superannuation
  • Standard Margin Lending

Holding an Advanced Diploma of Financial Services and with over 32 years in the financial services industry, with over 17 of those years working as a financial adviser, I have a wealth of experience in the industry.

My love of financial planning stems from being able to educate people on ways to make the most of their hard earned money, and building long term relationships with my clients to ensure their financial strategy changes with their ever changing lives.

I have experience across all areas of financial planning and have worked extensively with clients in the risk protection area. Married with two children, I understand the importance of making sure your family is protected from the unexpected.

I look forward to supporting the financial planning needs of my local community.

 


Contact us today.


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