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Opal Advice | Financial Planning Toowoomba
13 Bowen Street, Toowoomba City, Queensland, Australia
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About Opal Advice | Financial Planning Toowoomba
Welcome to Opal Advice, your trusted financial planning institution in Toowoomba, Australia. Located at 13 Bowen Street in Toowoomba City, we are a point of interest for individuals and businesses seeking expert financial guidance.
At Opal, our mission is to provide our clients with trusted advice and practical steps to help them reach their financial goals. We believe that your future is our business, and we are dedicated to helping you take ownership of it.
Our team of experienced professionals is led by Tim, who has been a Director of public accounting practices in Toowoomba and Brisbane for over 35 years. Tim's expertise and knowledge have made him a respected figure in the industry. While he completed a sell-down of his equity in Horizon Accounting Group, a practice he co-founded in 2006, he continues to provide consulting services to Horizon. Tim's majority interest in Opal ensures that he is engaged in a management advisory capacity, overseeing strategy and compliance. He is also actively involved in the community, having served in various roles in Rotary, Church, Not for Profits, and sporting clubs.
Jeff, another member of our team, brings over 35 years of experience in public practice. He was a Principal with a large, publicly listed accounting practice before acquiring an interest in Horizon Accounting Group in 2010. Although he sold his interest in 2019, Jeff continues to consult to Horizon as needed. With his major equity position in Opal, Jeff plays a crucial role in the firm's management and strategic direction. He has extensive client experience, having managed a large portfolio of business and professional clients over the years. Outside of work, Jeff enjoys travel and tennis, and he currently serves as a non-executive Director and Chairman of Kalfresh Holdings Pty Ltd.
Matt, another valued member of our team, has been licensed to provide financial advice since 2005. He is passionate about impacting the attitudes of his clients towards financial wellbeing and specializes in assisting business owners and professionals with building and transitioning to retirement. Matt's planning skills also extend to tailored investment portfolios, succession and estate planning, and risk mitigation advice. With a degree in Commerce and an Advanced Diploma in Financial Planning, Matt is currently studying towards a Graduate Diploma in Financial Planning. In his free time, he enjoys searching for the world's best sushi with his two teenage sons, playing golf, and traveling.
Darren, a Certified Financial Planner with extensive experience in holistic financial planning, joined the Opal team in 2016. He holds the highest standard in financial planning worldwide and is licensed to provide advice on all facets of financial planning. His areas of expertise include risk insurance, managed investments, superannuation and retirement planning, cashflow modeling, and taxation planning. Darren specializes in developing comprehensive, strategic advice for successful business owners, professionals, and retirees. Outside of work, he enjoys spending time with his family, watching sports, solving cryptic crosswords, and staying fit with park runs.
Teresa, our Client Relationship Manager, ensures that the client experience at Opal is world-class. With over 13 years of experience in the Financial Planning Industry, Teresa provides a high level of support to our Advisors and Directors. She joined our team in 2020 and is dedicated to making your experience with Opal exceptional. In her personal life, Teresa enjoys travel and spending time with family and friends.
We invite you to get in touch with us and receive a free 2-hour initial consultation. Our team of experts is committed to helping you achieve your financial goals. Please note that terms and conditions apply, and the free consultation is subject to a 2-hour time limit.
Choose Opal Advice for trusted financial planning services in Toowoomba. Your future is our business, and we are here to help you own it.
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