Financial Advice Matters
Financial Advice Matters Group is a financial advice, financial education, financial wellness, and financial planning firm based in Toowong, Brisbane, Queensland. There are an additional seven offices conveniently servicing clients on the east coast of Australia. These locations include Gold Coast, Sunshine Coast, Hervey Bay (Fraser Coast), Bundaberg, Rockhampton, Mackay & Townsville. We take a team approached to servicing our clients and utilise centralised systems and processes to enable us to deliver a consistent, quality advice experience. Our specialised services include- Financial education and wellbeing programs - Superannuation - Debt Management - Personal Insurance - Investment - Income optimisation - Tax Return preparation and submission - Retirement and Lifestyle Planning Financial Advice Matters is a Corporate Authorised Representative (No. 1234989) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221 and Credit Representative (No.480095) of Centrepoint Lending Solutions Pty Ltd ABN 40 100 947 804 ACL
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Verified contacts
22
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- KV
Karin van Staden
Financial Adviser Support · Finance & Accounting
EmailPhone - JR
Jane Russell
Certified Financial Planner · Finance & Accounting
EmailPhone - AF
Aaron Fehér
Financial Planner · Finance & Accounting
EmailPhone - AB
Angela Boot
Financial Adviser · Finance & Accounting
EmailPhone - DC
David Coxon
Financial Advisor · Finance & Accounting
EmailPhone - EP
Eve Phipps
Client Services Officer · Customer/Client Service
EmailPhone - JH
Jake Hallam
Financial Adviser · Finance & Accounting
EmailPhone - JB
Jaydyn Brown
Financial Planning Associate & Wellness Coach · Finance & Accounting
EmailPhone - JB
Jayne Bawden
Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Financial Advice Matters
12 distinct titles indexed · top 10 shown.
- 8financial adviser
- 3financial advisor
- 2financial planner
- 1certified financial planner
- 1client service officer
- 1client services officer
- 1financial adviser support
- 1financial advisor administration support
- 1financial planning associate & wellness coach
- 1manager customer services
- +2more titles
Sign up to unlock all 22 contacts at Financial Advice Matters
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