Luis Arguello

Dalton Financial Partners

Silver
6 Yrs Experience
Sandgate, QLD 4017

As a highly motivated financial adviser, I am quick to learn and adapt within the always changing financial planning industry. I am approachable and passionate about ensuring client outcomes are achieved to prepare balanced financial and lifestyle plans for families and business owners.

I have completed a Bachelor of Business, Advanced Diploma in Financial Planning and a proud member of the Financial Planning Association AFP®, continuously educating myself to provide optimal outcomes and professional services to our clients. With my perseverance, client service skills and attention to detail; I help clients achieve a more balanced lifestyle and secure their financial future.

Email - luis.arguello@pollockfinancialplanning.com.au

Website - https://www.pollockfinancialplanning.com.au/

Facebook - https://www.facebook.com/PollockFinancialPlanning

Linkedin - www.linkedin.com/in/l-arguello

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Dalton Financial Partners

Shop 1, 86 Brighton Rd
Sandgate, QLD 4017

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255