30-36 Dickson Road,Caboolture South, QLD, 4510
phone 07 5498 3818 emailcaboolture@infocus.com.au
The Caboolture region is one of Queenslands fastest growing areas, situated at the southern end of the Sunshine Coast, the northern reaches of Brisbanes outer suburbs as well as Bribie Island, Woodford, Kilcoy and surrounding areas. The office is conveniently located at 12B Linx Court, 30-36 Dickson Road, Caboolture South, with ample off street parking. At our office we feel a holistic approach is the best way to helping our clients achieve their goals and aspirations. We work together with our clients through a regular review process, and undertake investigative research to tailor a strategy to meet their individual needs.
Request a callback Book an appointmentMy passion in life is to help alleviate your concerns about your financial future. How? To provide advice on all aspects of your financial life. I do this by helping you to clearly identify your goals and I work with you to put appropriate strategies in place to give you the most potential to achieve those goals.
I started my previous advisory business in 1981, sold it in 2002 and started working as a salaried Planner for the big banks. This stint gave me a unique perspective on the way banks look after their clients and is a major reason for opening Infocus Financial Advice Caboolture in 2006 with wife Anne-Louise who was a financial adviser at the time also.
I have been told by many of you, I seem to communicate complex subjects in simple to understand terms. I do have a wealth of experience which spans the boom and bust times of the 1980’s, the recession of the early 1990’s, right through including the global financial downturn in 2008 and onto the current market turmoil. I'm here at every stage in your financial life helping you, guiding you to make the best financial decisions you can.
My achievements:
*NEXT GENERATION CLIENTS* If you’ve received information from the Next Generation liquidators, Infocus has been appointed to take over the advice relationship and look after you going forward. We will send you an email with more information shortly. Rest assured, this is simply a change of financial planner and there has been no other changes made to your superannuation or investments. Our team of financial planners is looking forward to working with you. In the interim, please email hello@infocus.com.au or call (07) 5406 5000.