Allan Wilson

Planners in Paradise

4.90
8 Reviews
Gold
17 Yrs Experience
Cairns, QLD 4870

Recent reviews

Planners in Paradise

Unit 1, 15-17 Pease Street
Cairns, QLD 4870

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.90
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Allan is always available to give us the right advice in a timely manner on just about all our inane queries! This has been both face to face or on line or just a quick call to clarify a point. We are confident in how we have been advised and will continue in staying in close contact as our needs change over time. Jill & Barry"

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

"'Allan has always given me expert advice and explains things in an easy to understand manner. The recommendations and advice given best suited my needs and goals"

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

"I have always been satisfied with the advice assistance supplied by Allan and have always received clear and concise advice and have recommended him to friends. More than satisfied in my dealings with Allan."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Allan has been 'on my team' for a long time now and retirement is close now. I have been very comfortable with his advice and anticipate more detailed help as I transfer to super in the future. I always appreciate his quiet humour along the way."

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

"I know who he is, he lives here, his advice has not been wrong, and so I can trust him."

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

"Allan has given me advice in areas including superannuation, invesemts ,pension, budgeting, wills and a basically good advice over a broad range of issues. Allan is always able to explain things to my level of understanding in a clear way. Through Allan's knowledge and experience, I feel extremely confident that the advice given was right for my needs. I always receive Allan's full care and attention when I need it."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Allan has given me advice in areas including shares & investments, superannuation, insurance protection and tax strategies. Allan clearly explains things to me in a friendly professional manner and always gives me full care and attention when I need it. I feel very confident that the advice given is right for my needs."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Allan is easy to get hold of, when i need to talk to him he is very patient and happy to help me. He explains things to me when i am a little lost. Allan has so much Knowledge and experience i am always happy with his sound advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Other

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
1989

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1988

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1972

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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