At JPA Financial Services, I am here to help everyday Australians reach their financial goals. I do this by simplifying complex things into easy to understand pieces.
Our process:
- Review your current situation
- Create a clear end goal & steps to protect your income & assets
- Review your progress and amending the plan for life's changes
What sets me apart from any other advisor is everything I do falls back on to the clientโs long, medium & short term goals. This is my primary focus and will always be at the forefront of my mind when looking at any aspect of the clientโs financial choices.
๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐๐ถ๐๐ต ๐๐ฃ๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐:
My primary focus is for every client to grow their asset base and wealth. This, in turn, will create more properties and tax requirements that will grow the business of any Accountant or Broker I am partnered with by providing future work. Working together we can truly provide a better service to your clients! If your clients ask for financial advice you can pass them to me, freeing up your time while you have peace of mind knowing I will uphold your reputation and provide the best possible service.
Here at JPA, we want our clients to succeed and reach their financial goals while maintaining a lifestyle they are proud of.
I am blessed to do what I love and to be able to share the wins with our clients!
Please, feel free to reach out for any enquiries:
support@jpafinancialservices.com.au
0431376130
www.jpafinancialservices.com.au
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
JPA Financial Services
Suite 6104, 12-14 Executive DrBurleigh Waters, QLD 4220
![JPA Financial Services logo](https://resources.adviserratings.com.au/practices/jpa-financial-services-19203375.jpg)
Opening hours
- 8:00am – 8:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ad Advisory Services
AFSL 237058
![Ad Advisory Services logo](https://resources.adviserratings.com.au/licensees/ad-advisory-services-pty-ltd-237058.png)