I am an experienced advisor with 15+ years of real, client-facing experience. My business, BMP Advisory, offers a comprehensive range of financial strategies and solutions and we work under a fixed fee for our services, so you will know exactly what you get for your money.
We offer an initial consultation at no cost and no obligation. Following this meeting, we will let you know if we think we are the right advisers for you, or if we think you would be better served by a different business. Where we think we are the right fit, we will explain the areas that we recommend we work on first, the reasons why (and the benefits to you) and any costs that would apply. This will enable you to make an informed decision on moving forward.
Top service and very responsive.
We felt confident that Lloyd was committed to always acting in our best interests when assisting us with managing our financial future. He was personable, professional, knowledgeable and diligent in all our dealings with him.
Lloyd provided insurance advice to my family. Not only was the advices provided impeccable, he helped us save thousands of dollars. We highly recommend you speak with Lloyd if you need a professional to look after your financial affairs.
Lloyd has been brilliant with follow ups, he has gone above & beyond to help sort my finances & insurance needs. Also kissing with my under achieving super policy to get it released & into a better policy. I would thoroughly recommend Lloyd to get you on track.
I have been using Lloyd as my financial planner for 5 years since arriving form the UK. I have always found him very accommodating and polite. He explains everything very clearly so that it's understandable. No reason why I would look anywhere else.
- Adviser status Silver
- Number of reviews 31
- First year providing advice 2003
- Years of experience 20
- Master of Applied Finance
Bmp Advisory Pty LtdLevel 4, 76 Robina Town Centre Drive
Robina, QLD 4226
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd