Derek Staib

Bridges Financial Services Pty Ltd

4.95
2 Reviews
Gold
19 Yrs Experience
Toowoomba City, QLD 4350

Recent reviews

Bridges Financial Services Pty Ltd

Level 1, 516 Ruthven St
Toowoomba City, QLD 4350

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Bridges Financial Services Pty Ltd

AFSL 240837

4.95
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Derek gave us clear direction as to where best to invest. He understood our personal circumstances. His advice was always promptly given and any actions were carried out in a timely fashion."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Derek has given me advice in areas including loan products, insurance and superannuation. Derek was always able to explain things to me in a clear way. Through Derek's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Derek's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1998

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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