Adrian McPhee

Wealth Seekers Financial Services Pty Ltd

Silver
8 Yrs Experience
Albion, QLD 4010
During a discussion about our future careers in my senior year of high school, my friend’s mother commented that, ‘if you want choices in life, you have to have money.’ To a group of teenagers who were more concerned about what the weekend had in store for them, this probably seemed like a cunning way of motivating us to hit the books! In hindsight, I can appreciate that it was a very poignant summation of the world in which we live. What I believe my friend’s mother was really trying to get across to us, albeit in a way that would resonate with a group of sixteen-year-old boys to be diligent with their studies, is if you want to be empowered in this world and take control of your own destiny, then you first need financial security to provide you with the freedom to make choices. Not just a specific choice to do this or to do that, but the freedom to make choices as a whole! Almost twenty years later, I couldn’t agree with this more! Without financial security, you simply have no choice about even the simplest decisions in life. Apart from good health and the safety of those whom we love, the reality is that financial security is the most important determinant in our contemporary lives. So, when I graduated from university, I not only wanted to achieve financial security for myself, but I also wanted to help others to do the same. Having seen my parents obtain financial security through a very mainstream yet disciplined approach to investing, I have seen first-hand how it is done and I know the benefits it brings. There is so much good that comes from improving your finances, and I find it to be a hugely rewarding experience to play an active role in helping to shape that reality for those who are motivated to seek it out and grab it with both hands.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

In almost all cases, financial plans cost either $650 or $990 and come with a 100% satisfaction guarantee. We do not charge ongoing advice fees.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Bachelor of Commerce (Accounting)
    • Bachelor of Laws
  • Language spoken
    • English

Wealth Seekers Financial Services Pty Ltd

Unit 7, 7 Hudson Rd
Albion, QLD 4010

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Masterplan Pty Ltd

AFSL 344628

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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5.00

"My wife and I recently interviewed several financial planners over a long period of time as we wanted to find someone who we could not only trust, but also someone that we felt comfortable working with. Since our very first meeting Adrian has gone to great lengths to not only understand our situation and explain his advice, but he spends time explaining financial concepts along the way, in easy to understand terms. The extent of the financial plan he provided was amazingly detailed. Price is fantastically low, especially for the amount if effort he goes to and he works around our availabilities. We couldn't be happier."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2016

Self Managed Superannuation Funds Personal Advice

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Laws

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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