Adrian Pollock

POLLOCK FINANCIAL PLANNING PTY LTD

Gold
21 Yrs Experience
Chermside, QLD 4032
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

POLLOCK FINANCIAL PLANNING PTY LTD

The Edge, Suite 14, 51 Playfield St
Chermside, QLD 4032

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.75
3 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2001

IIT Margin Lending Specialist

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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