We are a finance broking and consulting business servicing accounting and financial advice professionals and their clients. Due to our deep understanding of the primary advice relationship Accounting and Advice professionals have with their clients, we have tailored our service to ensure the integration of our advice and service to uplift the primary advice service proposition. This includes a more comprehensive feedback loop to the professional, joint structuring discussions and timely… Show more We are a finance broking and consulting business servicing accounting and financial advice professionals and their clients. Due to our deep understanding of the primary advice relationship Accounting and Advice professionals have with their clients, we have tailored our service to ensure the integration of our advice and service to uplift the primary advice service proposition. This includes a more comprehensive feedback loop to the professional, joint structuring discussions and timely review data for the accountant/adviser. We also believe that a 'ring fence' around the client is important as banks and finance providers have become incredibly effective referring your clients out to other professionals as part of their service to the client. We strive to maintain and build on the primary advice relationship with the incumbent adviser/accountant. Show less

Australian Super Manager (ASM) provides specialist SMSF compliance, administration and accounting services to the financial planning and accounting industries. ASM takes a personalised approach to dealing with the client's trusted adviser (be that accountant for financial planner) to ensure compliant and on-time delivery of tax returns with regular proactive communication to ensure the adviser/accountant is fully informed on all activity and or compliance concerns within their client's fund(s). Show more Australian Super Manager (ASM) provides specialist SMSF compliance, administration and accounting services to the financial planning and accounting industries. ASM takes a personalised approach to dealing with the client's trusted adviser (be that accountant for financial planner) to ensure compliant and on-time delivery of tax returns with regular proactive communication to ensure the adviser/accountant is fully informed on all activity and or compliance concerns within their client's fund(s). Show less

Agentia is an innovative manufacturer of managed account solutions for the financial services industry. Bourne out of the identification of a series of inefficiencies and problems with the historical investment models used in the financial advice and planning industry, Agentia solutions have been developed by advisers, investment and compliance experts to solve these issues. We improve advice and compliance outcomes, business efficiency, client transparency and general client outcomes.

Financial Advice, Planning and Finance Broking:- Wealth Accumulation- Wealth Management- Business Succession Planning- Self-Managed Superannuation Funds (SMSF)- Transition to Retirement Strategies- Business Insurance- Personal Life Insurance- Cashflow Management- Lending Solutions- SMSF Investment Property Solutions- Education Funding- Estate Planning

I hold a strong belief in the collegiate approach that has prevailed through WB’s history (since 1998); and a great respect for the amazing people that I will have the pleasure of dealing with – Advisers and Staff. I am committed to those who have invested in the Group or in a WB business.

- Advising valued clients on personal and business finance solutions.- Advising valued clients on wealth creation, wealth protection, taxation, retirement and estate planning strategy.- Devising appropriate financial planing strategy and the preparation of financial plans.

- Managing a portfolio of 300 high-valued clients.- Advising high-valued clients on personal and business finance solutions.- Analysing client needs in relation to wealth creation including risk protection, investment advice and holistic financial planning.- Liaising with Financial Planners, Stock Brokers and other specialists to create suitable financial solutions for clients.- Promotion of specific CommSec IPOs to high-valued clients.- One of two dedicated mobile staff for… Show more - Managing a portfolio of 300 high-valued clients.- Advising high-valued clients on personal and business finance solutions.- Analysing client needs in relation to wealth creation including risk protection, investment advice and holistic financial planning.- Liaising with Financial Planners, Stock Brokers and other specialists to create suitable financial solutions for clients.- Promotion of specific CommSec IPOs to high-valued clients.- One of two dedicated mobile staff for all Qld PFS clients. - Training CommSec staff on the suite of tailored investment and lending products. Show less