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
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Dalton Financial Partners
Shop 1, 86 Brighton RdSandgate, QLD 4017
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Dalton Financial Services Pty Ltd
AFSL 530255