Business and Wealth Partners

209 Aumuller Street,Bungalow, QLD, 4870

phone 07 4054 9600

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Our team

Desley Williams
Financial Planner

Desley takes pride in her commitment to providing professional and personal service to her clients. She brings a broad level of experience to her position including the Macquarie University Management Development Program; and the CAFI/USQ Management Development Program. Formal qualifications Include  Cert IV in Finance and Banking; Diploma of Financial Services (Banking); Diploma of Financial Services (Financial Planning); the ALPA Program (ASX Accredited Listed Products Planner); and Self-Managed Super Fund (SMSF) Program. Her comprehensive background in the financial services industry for the past 25 years also includes overseas experience on transfer with the NAB London for two years.

 


Rod Baker
Senior Financial Planner

The Business & Wealth team are a dynamic group of local people who are specialist business advisers offering a truly integrated approach to your financial future and a combined 65 years’ experience in Cairns.


Penny Dalmeyer
Financial Planner
Penny joined Business and Wealth Partners in January 2009 and brings a wealth of knowledge in all aspects of financial planning. Penny has a Bachelor of Health Science in Environmental Health, however switched professions in 2001 to join the Financial Services sector. She has completed the Advanced Diploma in Financial Services and is also a Commissioner for Declarations. Penny’s primary role is to provide advice and ongoing service to new and existing clients.

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

Credit Services

TASA Services