With 14 years experience in the wealth management industry, I recently made the move to become a financial adviser, currently completing my professional year. Having worked closely with a range of advice practitioners over this time, I've grown passionate about the life-changing impact good financial planning can have for anyone.
Financial planning is different for everyone. If I walked up to a random person on the street, and asked them "what does a financial adviser/planner do?", I would get a range of potential answers, including - stock broker, they sell insurance, they sell financial products, they tell you when you can retire, they invest money for people who already have a lot of money".
It's clear most people still don't have an understanding of what good financial advice can mean for them. It's not their fault. It's our fault - the advisers, industry participants and financial institutions haven't done enough to spread a clear message on what great financial planning is. Whether you've got millions, think you've already got a fantastic grasp on your investments/finances, or are just starting to plan for your financial future, there's likely a financial advice business that's a great fit and can make meaningful change.
If you're interested in a free chat about what great financial advice could mean for you, please reach out:
07 5439 7355
toby@hartmannplanning.com.au
Expertise
My fees
The fee is based on individual client circumstances and complexity of advice needs. Any fees are discussed well in advance before any commitment from clients.
At a glance
- Adviser status Bronze
- Years of experience Newly Registered
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Highest qualification
- Graduate Diploma of Financial Advice
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Language spoken
- English
Hartmann Planning
Unit 1, Level 2, 1 Courage StSippy Downs, QLD 4556
Opening hours
- 9:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Hartmann Planning
AFSL 460458