Jeff English profile photo

Jeff English

RI Toowoomba Pty Ltd

Gold
26 Yrs Experience
South Toowoomba, QLD 4350

Drawing on three decades of expertise delivering advice and leading my financial planning practice, I'm your Certified Financial Planner and CPA-qualified partner. I thrive on uncovering your unique financial needs and crafting tailored strategies to secure your financial future. Whilst I have extensive experience in providing investment advice, I have specialised in Retirement Planning and Aged Care strategies. Let's prosper together through the wisdom of my 30-year journey.

I am a dedicated financial planner specialising in retirement planning, and my aim is to empower my clients to secure their retirement objectives with confidence and peace of mind. As an actively engaged listener, I take the time to understand your unique goals, concerns, and financial situation. Together, we will create a tailored retirement plan that not only secures your financial future but also aligns with your aspirations and values. Let's embark on this journey together, ensuring you enjoy the retirement you deserve.

I serve the Toowoomba, Ipswich, Gold Coast, Sunshine Coast and North Queensland surrounding areas.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RI Toowoomba Pty Ltd

647 Ruthven St
South Toowoomba, QLD 4350

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429