Adrian Pollock Email & Phone Number

Helping families build wealth, plan for and enjoy retirement.

14/51 Playfield Street, Chermside Qld 4032

I've been helping clients invest, grow and protect their wealth for over 13 years. I aim to provide a professional service and conversation within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created. We focus on the needs that clients have, whilst working within an evolving financial services industry. Coupled with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.Our areas of advice are broad and range from investment advice, borrowing to invest and cash flow management, pre/post retirement and superannuation planning, to aged care, Self Managed Superannuation Funds and more complex structural arrangements.Whether you are a young professional, a couple with a family, approaching retirement or retired, we can provide tailored advice and move you towards a more secure future.

Within the Senior Planner role additional advice areas were taken on including Aged Care, Self Managed Super, UK Pension, and Business Insurance advice. These areas allowed for broader understanding of advice area issues and considerations highlighting how experience and exposure allows for more comprehensive advice to be provided.Ongoing review ensured that they established strategies were reviewed into the future, as personal and financial circumstances change. The role provided the opportunity to broaden my exposure to additional advice areas and assists with greater perspective and understanding of more technical areas of advice.Advice isn't always purely related to financial outcomes and we understand the need to have a certain level of personal comfort with an adviser, strategies and investments recommended.

Brisbane, Australia

The shift from Paraplanner to Financial Planner allowed me to shift focus from preparing advice based on information provided to engaging clients and determining what was important to them. The role was the beginning of my advice career in a time before major changes in legislation and improved advice requirements. This experience allows for greater understanding of why changes were made and perspective around how advice will evolve into the future.

Brisbane, Australia

Working as a Paraplanner assisted me to increase my working strategic knowledge relating to financial planning advice. Work included feedback to advisers, technical analysis of proposed strategies and provided a strong technical base for my future Financial Planning career.

Master Of Financial Planning, Financial Planning And Services

Certified Financial Planner

Diploma Of Financial Planning, Financial Planning And Services

Bachelor Of Banking, Finance And Economics