57 MacMillan Street,Ayr, QLD, 4807
The Infocus North QLD – Burdekin office has a long and proud history in the region spanning over 20 years.
Our office offers a wide range of financial services encompassing areas such as Cash Flow Management, Wealth Creation, Debt Reduction, Superannuation (inc SMSF’s), Retirement Planning, Wealth Protection and Life Insurance. Our team also works closely with our trusted Mortgage Broker and Taxation Accountants to meet our clients’ needs.
Our office is focused on providing quality advice to high net wealth clients (usually in the agricultural sector), many of whom are approaching retirement. Our office also has a passion for helping the next generation to build their wealth and become financially secure. Typically these clients are high income earners in the mining industry.
Adam is a Senior Financial Planner and business owner of Infocus North QLD. Assisting clients to achieve their financial goals is the driving force behind Adam. Adam loves working with a diverse client base, he works with clients who are just starting out on their financial journey all the way through to high net worth individuals running complex financial structures.
Outside of work Adam enjoys travel with his wife and two beautiful children.
Dave Joined Infocus in 2017 and is one of our Senior Financial Planners. Since joining the team, Dave has built great relationships with our existing clients and also enjoys working with new clients. Dave has a strong client focus on pre-retirement planning and quality ongoing advice for those already in retirement phase. However, Dave also provides advice around wealth creation, gearing strategies and wealth protection strategies.
Outside of work Dave enjoys keeping fit playing touch football and spending time with his wife and two beautiful children.