Brisbane CBD financial advisers 

View our Eagle Street or George Street office locations

Adrian Rachele Adrian has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Adrian, based in the Eagle Street office, has worked in the banking and financial services industry for over 5 years. Adrian has an Advanced Diploma of Financial Planning and a Bachelor of Business (Banking and Finance).

Adrian enjoys helping his clients meet their financial and lifestyle goals.
Erin

Erin has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Erin is based in the Eagle Street office and has worked in the financial services industry for 9 years. Erin holds a Bachelor of Business (Management) and an Advanced Diploma of Financial Planning and specialises in superannuation and retirement planning.

Erin is passionate about helping clients achieve their financial goals and preparing them for retirement.

Gordon Mauro Gordon has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Gordon, based in the Eagle Street office, has worked in the financial services industry for over 43 years and as a financial adviser for over 16 years. A Certified Financial Planner and a Certified Practicing Accountant, Gordon has extensive experience in all aspects of financial planning. His specialty areas include wealth creation and protection, superannuation and retirement planning.

Gordon enjoys setting goals with his clients so they can achieve a healthy financial future. He also finds it rewarding helping clients to break down and understand complex financial information.
Jessica Wright Jessica has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Jessica has worked in the financial services industry for over 17 years and as a financial adviser for over 9 years. Jessica has a Diploma of Financial Advising and a Bachelor of Business (Economics and Finance). Jessica is also a Certified Financial Planner (CFP). She specialises in helping clients with their superannuation and retirement planning.

Jessica's greatest source of professional fulfilment is working with her clients to help them realise their financial goals.
Joel Carty Joel has expertise in wealth accumulation, wealth protection, debt reduction & recycling, superannuation and retirement planning including Centrelink advice. Joel is based in the Eagle Street office and has worked in the financial services industry since 2002. Joel has a Master of Financial Planning degree, is a Certified Financial Planner (CFP), and also a Chartered Tax Adviser (CTA). Joel specialises in providing life-stage solutions for clients and members of QSuper.

Joel enjoys working with clients to enhance their current and future financial wellbeing.
Julie Dalling Julie has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Based in the Eagle Street office, Julie has worked in the industry since 2001 and has been a financial adviser since 2006. Julie has an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Architecture (Honours) and a Bachelor of Arts. Julie has considerable experience in all facets of financial planning, with a specific focus on budget and wealth coaching, tax-effective wealth creation, wealth protection, retirement planning, superannuation, and Centrelink and Department of Veterans' Affairs advice. 

Julie enjoys working closely with her clients to help them achieve their long-term financial and lifestyle goals.
Mark Gardner Mark has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Mark is based in the Eagle Street office and has worked in the finance industry for over 30 years, specialising in financial planning and advice since 2007. Mark has a Bachelor of Commerce and an Advanced Diploma of Financial Services (Financial Planning), and enjoys helping clients work towards achieving their goals.
Michael

Michael has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Michael is based in the Eagle Street office and has worked in the financial services industry for over 7 years. Michael has a Bachelor of Commerce (Finance) and an Advanced Diploma of Financial Services (Financial Planning). He specialises in areas of financial advice including wealth creation and protection, superannuation and retirement planning.

Michael enjoys building strong relationships with his clients and assisting them to achieve their long-term financial and personal goals.

Michael Pagel Michael is based in the Eagle Street office and has worked in the financial services industry for over 15 years. Michael has a Bachelor of Business (Management), a Graduate Diploma of Economics and a Diploma of Financial Planning. Michael has experience in all aspects of financial planning, including wealth accumulation, pre-retirement and retirement planning.

Michael enjoys helping his clients understand their financial options and developing strategies so they can achieve their retirement dreams.
Michele Roberts Michele has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Michele has over 10 years' experience in the financial services industry and holds an Advanced Diploma of Financial Planning. Before becoming a QInvest financial adviser, Michele worked as an adviser in two of Australia's big four banks.

Michele enjoys developing strategies that will help her clients realise their financial goals. Michele says it is incredibly rewarding watching her clients make dreams a reality.
Neel Krishna

Neel has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Neel is based in the Eagle Street office and has worked as a Financial Adviser for over 12 years. Neel has a Bachelor of International Business, Bachelor of Commerce and a Diploma of Financial Planning.

Neel enjoys the ability to make a positive difference in his clients' lives by helping them to set financial goals and achieve long-term financial security.

phil

Phillip has worked in Financial Services for more than nine years and Financial Planning for more than five years. Phillip holds an Advanced Diploma of Financial Planning and is currently studying towards his Masters of Financial Planning.

Phillip enjoys helping his clients navigate the complexities of superannuation, retirement planning and Centrelink to help them get the most out of their retirement.

Richard

Richard has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post-retirement planning, including Centrelink. He has been an adviser for more than four years. Richard holds a Bachelor of Commerce in Financial Planning and Investments with an accounting major.

Richard is passionate about helping his clients set their financial goals and measures his success against his clients’ ability to achieve these goals.

Scott Campbell Scott has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Scott is based in the Eagle Street office and has worked in the banking and financial services industry for over 28 years and has spent over 20 years working as a financial adviser. Scott is a Certified Financial Planner and has a Diploma of Financial Planning and a Bachelor of Economics. Scott specialises in superannuation, pre-retirement and retirement planning. Scott is a firm believer in the importance of setting goals to help clients realise financial security.
Sonia Muller
Sonia has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Sonia is based in the Eagle Street office and has worked in the banking and financial industry for over 22 years. Sonia has spent 15 years working as a financial adviser and has an Advanced Diploma of Financial Services (Financial Planning). She specialises in wealth creation, debt reduction, pre and post retirement planning, maximising Centrelink entitlements and structuring superannuation to minimise tax liability.

Sonia especially enjoys building long-term working relationships with her clients, and helping them to build wealth so they can enjoy a financially secure retirement.

Tony Ward Tony has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Tony is based in the Eagle Street office and has worked in the financial services industry for over 8 years. Tony has an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Commerce (Finance). He has been with QInvest since 2008. Tony enjoys helping his clients reach their goals and to understand financial concepts.