Top 30 Best Financial advisor in Townsville City Queensland

“This is my first experience with any financial advisor and myself and my wife were hesitant and unsure about whether this was right for us, until we were initially greeted by Eve at the front desk and then taken in to see our financial advisor Nicole. We were immediately made to feel comfortable, she got to know us as people and advised all matters around what we needed. Nicole went above and beyond to help us out and could not be happier with the service!”

“I generally do not review to be honest! However I have just visited Shane for my Tax Return this morning. I want to say I trust him with all my tax / business necessities! Shane is always polite, caring, honest and extremely valuable with his knowledge. I do not have a Buisness anymore but if I did he would be the man, but for every normal tax return he is one of the Best in Townsville, reliable , lovely person, affordable but mostly honest! It's been many years I have been with Thomas & Associates and I just wanted to say Thank you for your great work Shane! Give Shane a go you will NOT be disappointed! Thank you, Meghan”

“A very professional, and helpful team who are quick to respond, especially when I'm asking all sorts of questions about my tax and finances. Highly recommended.”

“I have utilised Concord Tax Kirwan’s Kerry Orro for the last two years and it couldn’t have been easier for my husband and I! Definitely going to be long term clients!”

“Thank Brett for making the process easy for buying our 1st home, communication was excellent. He also referred us a building and pest inspection company, who did a thorough inspection. Even managed to squeeze in a last minute view of the property to allow my partner's parents to view the home, more importantly the kids loved putting the sold sticker up on the sign!”

“Sedley Koschel have provided our family with valuable financial planning support and friendly advice in many areas”

“brett ... thank u so much , I never thought this is possible... adam”

“I recently used the services at astute financial delt with Steve and Allison the process could not have been any easier and the loan was approved in no time at all. Big thumbs up from me I will defiantly be back to use your services again.”

“I have had the privilege to have been guided by Anthony during a very difficult time in my life. Anthony has gone above and beyond my expectations and has been supportive, understanding and extremely knowledgeable in his area of expertise. This company has proven to me that they always put their clients needs first. I have had amazing results and advice from Anthony and would never look any further than this company and particularly Anthony for help and support. Anthony has changed my life and I would recommend that if you need any advice look no further because there is no one out there better. KPS is very professional, always listens and know that you are never a number that you are a client that they generally care about. Thank you so much Anthony, I can’t express my gratitude enough. Forever grateful. Delina.”

“Stephen has been inspirational in his views, approach and communications. Finally a financial advisor that listens and provides options based your needs.”

“My finances were a bit of a mess... Retirement was beginning to look like a bad idea. Louise helped me sort out some short-term strategies, leading to long-term financial security. Her knowledge and advice has given me the confidence and reassurance that I'm heading in the right direction.”

“Professional, reliable, informative, courteous staff. Highly recommended this company for all your financial needs.”

“When I lived in Cairns, I was lucky enough to get the opportunity to do some work experience here in Townsville with Lighthouse Financial Advisers during my uni break at the end of 2018. Their work culture was incredible and you can really see the passion they have for what they do. I now live and study in Townsville while working at Lighthouse, and couldn't be happier about the opportunity that I've been given.”

“Great Team, Great Service, and will be continuing to use them as a Financial Planning Business for years to come.”

“Great staff and planners who really know what they are doing. Would definitely recommend this business to anyone needing financial advice.”

“I love being part of the team at Evergreen Financial Advisers!”

“We have had our SMSF and investments managed by Stephen Gulbrandson for the past 8-9 years. His professionalism, market knowledge, and passion for great customer service is exemplary. Under Stephen's and Morgans expert eye, our investment portfolio has done extremely well throughout the ups and downs. Highly recommended.”

“Excellent service. Our family has used Malcom for 9 years.”

“James is one of the best brokers I have worked with! Great communication and very professional, which made even a private purchase of an expensive vehicle a breeze. Highly recommend James!”

“Thank you Samantha for making my families dream come true by helping us buy our forever home. We appreciated your knowledge and prompt assistance throughout the process. We are having lots of enjoyment moving in and we are definitely over the moon with excitement being in our new home in which we wouldn't have been able without you.”

“I have used shannon a few times now, great to deal with and gets the job done. Will definitely use again”

“Great Service. Heather is very professional and easy to talk over your tax needs. And very prompt.”

“Justin always offers great advice and friendly service”

“I have been going to Austax for 15 years. Nothing is too much trouble and they are all so friendly. Mike has been my accountant for several years. Mike is thorough and explains everything clearly. I highly recommend him.”

“Excellent efficient service. Thanks Louise Follow up support on the advertising as well of the relocation of our business Chunky Pies to Kirwan in the local paper. Would highly recommend.”

“I have had the pleasure of knowing and dealing with Greg for a number of years now. Greg’s professionalism, knowledge, integrity, attention to detail and personal service has always been above and beyond. I have referred Greg to a number of my friends and will continue to do so. He is very passionate about his clients and what they want to achieve, and above all else his and his team’s customer service is wonderful.”