I've been helping clients invest, grow and protect their wealth for over 20 years, and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created.
We focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and coupled with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.
Our areas of advice are broad and whether you are a young professional, a couple with a family, approaching retirement or retired, we can provide tailored advice and move you towards a more secure future.
We would like to thank Adrian and his team for their time, expertise, patience and support in navigating through our transition to retirement. The presentation of his research and his attention to detail gave us confidence in our decision making process. At all times Adrian was polite, professional, and practical and we have enjoyed our many discussions with him. Once again, we wish to thank Adrian for his friendship and support in our financial planning. All the best.
Adrian has provided my wife and I with crystal clear advice on investing in direct shares and managed funds for our super and pension accounts that I believe has been perfectly suited to our needs. He has superbly managed the transition of our super funds into the pension environment and executed strategies to minimize our tax liabilities. I feel totally confident that he is always able to served our best interests.
Adrian gave me advice regarding retirement and a pension based income. He explained everything clearly and always answered any questions I had. I am totally confident that his recommendations were the best for my situation and his help to set up the account made things super easy and stress free. I would highly recommend him to family and friends.
Adrian has given me advice regarding my superannuation, financial investment and taxation alternatives to maximize my investments and future estate and retirement planning. I have been very comfortable and confident in the advice offered was right for my needs and feel that I have received prompt support and feedback in regard to any query required.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2001
- Years of experience 22
- Master of Financial Planning
Pollock Financial PlanningThe Edge, Suite 14, 51 Playfield St
Chermside, QLD 4032
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Oreana Financial Services Pty Ltd