Personal Wealth Solutions is a professional business that is genuine in its focus on providing personalised valuable solutions.
The proprietor of Personal Wealth Solutions (Tony OMara*), started his own Financial Planning practice in 2008, after working in financial services since 1994. He has been an Associate Practitioner Member (AFP) of the Financial Planning Association of Australia (FPA) since 2002 and has attained the Advanced Diploma of Financial Services (Financial Planning), in addition to holding a Bachelor Degree in management. He continues to fulfil ongoing Professional Development education requirements in excess of the requirements recommended by the FPA.
Tony worked as a Lending Manager from 1994 to 1997, and then joined a private Accounting-Financial Planning firm. From 2001 to 2006 he worked as a Financial Adviser for ANZ Bank, then became an Adviser for QInvest, specialising in retirement planning for QSuper members.
With these qualifications and extensive experience, Tony is well qualified to help clients achieve their financial goals. Retirement planning (superannuation, allocated pensions and non-super investment advice) is a primary focal point for Tony, where he aims to effectively work together with clients. Clients can see Tony at their home-business or at his office.
Tony is a proud supporter of the Brisbane Broncos rugby league team, enjoys socialising and reading autobiographies. Above all, Tony enjoys spending quality time with his family.
* Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125 AFSL 238429)
Discover real wealth solutions through a committed and proactive service, tailored to your individual needs.
Call us or visit our website to set up a meeting.
Read more
Shop 3, 234 Bourbong St, Bundaberg, QLD, 4670
Closed until WednesdayBe the first to review this business - Write a reviewsponsored listing
