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"Highly recommended! Jason was extremely helpful in buying an investment property. His knowledge and service is..."
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Best Brisbane financial planners near you
Word of Mouth financial planners in Brisbane receive an average rating of 5.0 based off 9 reviews.
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"I had been through many different advisors. It wasnt until i met with James and the Mathon team that i truly felt..."
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"Greg has been brilliant, offering us sound advise and always being on hand to answer our questions. We are now up..."
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"I first met Peter when he arrived at our door and I was thinking here we go...what has my husband signed us up for..."
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"Really great Financial Planning practice. Very trustworthy and they get a great overview of your personal situation..."
Showing 20 of 25 businesses
Insights for financial planners servicing Brisbane
In total, 217 jobs have recently been posted for financial planners on the Word of Mouth jobs marketplace, with 4 in Brisbane. The average quote response time is 184.2 hours. Quotes sent back through the marketplace average $3,135 for a fixed-price job, and $257.00 an hour where the work is quoted hourly. These are quotes, not final invoices.
13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.
What you can check before you call
Licences, where they’ve got them
Trade licences shown on the listing when the business has supplied them, with the licence number.
What other customers paid
Where enough customers have reported it, the listing shows the typical price range for the job they reviewed.
Reviews going back to 2007
Australians have been reviewing local businesses here since 2007. How we handle reviews, disputes and removals is set out in our Fair Play Policy.
Recent financial planner reviews in Brisbane
Great experience can't fault
All good no bad experience,Rocky is very professinal in every way, Would reccomend him to anyone.
Excellent presentation and advice
I thought the financial advisor was extremely knowledgeable in all aspects of this presentation Elise made it very easy to understand and answered any questions we had. The planning and present...
Service: Retirement planning
Working as a Chief Financial Officer at a manufacturing company that leads my finance department team, it's essential that I oversee, manage and optimise my company's financial performance accurate...
I have been seeing Caleb now for around 4 years for financial advice. He has helped my wife and I with out financial goals as they have changed in that time. The superannuation, saving and insuranc...
We would like to thank you for your financial services, we are so happy to be finally getting our finances and insurances in order. As a couple with a young family, it is refreshing to know you alw...
I am a mortgage broker operating in Caboolture for the last 10 years. I have met and dealt with many Financial Planners in this time. When it comes to trusting any of my clients to a planner I use ...