Lloyd Harris

Bmp Advisory Pty Ltd

Platinum
19 Yrs Experience
Robina, QLD 4226
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • 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 Platinum
  • Rating 4.75
  • Number of reviews 31
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Bmp Advisory Pty Ltd

Level 4, 76 Robina Town Centre Drive
Robina, QLD 4226

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.75
31 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 31

Sort by

5.00

"Top service and very responsive."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Lloyds for several years now and have found him to be extremely efficient and professional in all of our dealings. His attention to detail and follow up is thorough, while working out what is the 'best fit course of action' based on personal needs and requirements."

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

"I have been advising clients with their wealth for 20 years and have dealt with dozens of other professionals. I have been working closely with Lloyd for almost 10 years now and try to introduce all my clients to him. Lloyd is in the top 1% of his profession. He cares deeply for clients, always goes beyond the duty of care and further than any one else will to advise and guide them towards a successful retirement or a success outcome. His knowledge and technical expertise is of the highest standard. He will always have your best interest at heart, he is intelligent, he is patient, highly regarded and I highly recommend him."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Lloyd has given me advice in areas including Superannuation, Self Managed Super Funds and Insurance Protection. Lloyd explained detail and options in a way that was suitable to my knowledge of understanding. Lloyd would return my calls in a timely matter and would ensure the time suited me, even if this was out of the normal 9-5 business hours. Lloyd's knowledge and experience, gives me confidence that the advice given suits my needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd has been a great teacher, talking me through areas such as superannuation, debt reduction, life insurance and creating a will. Through Lloyd's knowledge and experience, I feel very confident that the advice given was right for my current needs. Lloyd has simplified these matters so i understand the processes. Thanks!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lloyd is an excellent advisor, a pleasant person & a joy to work with. We are very confident of his knowledge ."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 31

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

Margin Leading and Geared Investments

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

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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