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John Bellas Financial Services Pty Ltd
82 Florence Street, Wynnum, Queensland, Australia
About John Bellas Financial Services Pty Ltd
Welcome to John Bellas Financial Services Pty Ltd, located at 82 Florence Street, Wynnum, Australia. As a trusted establishment in the finance industry, we are dedicated to helping our clients make smart decisions to successfully grow their wealth.
At John Bellas Financial Services Pty Ltd, we understand the importance of protecting your loved ones, your lifestyle, and your business. That's why we provide high-quality financial advice tailored to your specific needs. We take the time to get to know our clients, starting with understanding your goals, aspirations, and current financial situation. Whether you are seeking limited financial advice on a single issue or a detailed financial plan, we are here to assist you.
Our team of highly experienced professionals has a combined experience of 25 years in financial planning. We have the expertise to guide you through the various steps involved in the financial planning process. From analyzing your financial goals and attitude to risk to assessing your income, assets, investments, and liabilities, we ensure a comprehensive understanding of your financial position.
Before commencing any work, we believe in transparency. We will clearly explain the financial planning process, including our fees and charges. Our aim is to provide you with all the information you need to make informed decisions. We are committed to answering all your questions and addressing any concerns you may have.
As a Corporate Authorised Representative of Matrix Planning Solutions Limited, with the Australian Business Number (ABN) 67 098 530 977, and the Australian Financial Services License (AFSL) and Australian Credit License (ACL) number 238256, you can trust that our services adhere to the highest standards of professionalism and compliance.
We invite you to get to know our team and discover how we can help you achieve your financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, John Bellas Financial Services Pty Ltd is here to provide you with the guidance and support you need.
Contact us today to schedule a consultation and take the first step towards securing your financial future.
82 Florence St, Wynnum QLD 4178, Australia
Opening hours of John Bellas Financial Services Pty Ltd
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of John Bellas Financial Services Pty Ltd
"Can never fault the service and advice from the team @ JBFS!"
"Thank you Luke and the team , for a completely professional service. Regards, Glen"
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