Drew Partridge

Ridgeback Financial Planning

Gold
8 Yrs Experience
Bonogin, QLD 4213
Good financial advice enables you to focus on the things that are truely important: family, friends, hobbies and interests. Not having to worry about money, feeling financially secure and knowing your wealth is being carefully managed allows you the freedom to enjoy life. The financial world can be complex and difficult to navigate. I am here to help and ensure you remain on track.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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 5.00
  • Number of reviews 5
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Economics)
  • Language spoken
    • English

Ridgeback Financial Planning

29 Leyshon Ct
Bonogin, QLD 4213

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Havana Financial Services Pty Ltd

AFSL 500435

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

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5.00

"Drew took time to understand our situation and gave us a number of options to consider. He then recommended an investment with income being added as and when we were able. Thus far, the results have been on target and exceeded his projections. We feel confident that his advice was what we needed."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Drew responsible with his advice. He has always responded to any questions I have asked, within a short time frame. His advice has been sound for our age group."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Drew has given me advice in areas including loan products, self managed super funds and managing debt. Drew Always explained things to me in a clear way. Through Drew's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Drew's full care and attention when I needed it. He goes out of his way to assist and I feel well prepared for my retirement. I can highly recommend Drew and his knowledge and expertise."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I consulted Drew to review my current superannuation which was leaving me feeling unsure about its performance. Drew presented me with his findings which he explained in easy an easy-to-understand, professional manner. I have accepted his advice that not only provides a cost saving option but leaves me feeling 100 percent confident in his abilities and professional standards."

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

"Drew has been a magnificent adviser, don’t know how I would have managed without him."

  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

Qualifications & Training

Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Bachelor of Business (Economics)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1996

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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