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Townsville

513 Flinders Street West, Townsville, QLD, 4810

phone 07 4772 5333

Our Townsville team understand the unique circumstances that come with living in the region. They take the time to get to know you and your situation, and map out a financial plan to help you get where you want to be.

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Services

financial advice

wealth management

investing

insurance

debt management

superannuation

retirement planning

estate planning

self managed super funds

gearing


Our team

Dave Beavis
Financial Adviser

Dave started his finance career in the Air Force before gaining formal qualifications in 2011. He has over 10 years' experience working in finance practices and understands the needs of local residents.

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Mark Defranciscis
Senior Financial Adviser

After 15 years in the Electricity Industry working across administration, accounting and audit in North Queensland and Brisbane, Mark commenced his financial planning business in 1997 after gaining experience and qualifications in the industry.

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