Financial Planner recommendations-north brisbane?

[WeNeedAdvice]

Can anyone recommend a good financial planner (Real estate focused) on Brisbane northside?

We just need general financial planning and perhaps portfolio review?

Cheers
Sioban

 

[urban cowboy]

Hi Sioban,

give this guy a ring...

Kent McDonald
Authorised Representative
Millennium3 Financial Services Group
Phone 3368 2002


he will look after you...can't remember exactly where he is based here in town, but he comes to you. He is very much property investment focused and i believe owns several himself. I have a few friends in the RE industry that use him for their planning too, and they rave about him.

(he has a good sense of humour too )

cheers
UC

 

[RicePud]

WeNeedAdvice,

I use a mortgage broker in Brisbane who is also a licensed financial planner. However I haven't used his financial planning services as yet so can't comment specifically on that side of his business, but I'm thoroughly happy with his loan brokerage. (I believe he has a fairly hefty property portfolio himself.)

Here are his details:

Richard Taylor
Taylored Financial Solutions
(Incorporating Your State Finance)
Ph: 07 3720 1888
Fax: 07 3720 2830
Mob: 0411 228286

Regards
Ricepud

 

[geoffw]

Here are his details:

Richard Taylor

AKA forumite qlds007

 

[S and B]

Thanks!!

Urban Cowboy, RicePud and GeoffW

Thanks so much for your help! We'll check them out.

Cheers
Sioban