Tristan Gamack

Brisbane Money Management

Bronze
7 Yrs Experience
Nundah, QLD 4012

Recent reviews

Brisbane Money Management

1131 Sandgate Rd
Nundah, QLD 4012

At a glance

  • Adviser status Bronze
  • Rating 4.80
  • Number of reviews 41
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

The Financiallink Group Pty Ltd

AFSL 240938

4.80
41 Reviews
5
4
3
2
1
4.90
Clear communication
4.55
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 41

Sort by

5.00

"I have been a client of BMM since 2006, and have been with Tristan since he took over all Geoff's clients. I find him extremely approachable, and knowledgeable in all the areas where I have needed his expertise, and feel comfortable to ask about anything, and also to express my opinion. I have recommended him to friends of mine, and family, and I know that at least 2 of those people are now clients of his. I have no intention of going anywhere else!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been long term clients of Brisbane Money Management with Tristan being our go to man for many years. We have always found Tristan and the team to be very accommodating to our individual needs. We feel he has a vested interest in our family and long term financial goals. Very happy with the recommendations and services Tristan provides our family."

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

"Thank you Tristan - you have been a pleasure to deal with. Knowledgeable, personable and you have provided great service."

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

"Tristan advises us on our portfolio. He is very impressively knowledgeable on our retirement financial situation and a great help in explaining what our portfolio is doing and where to improve its performance for us."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tristan has given me advice in many areas over the years . He is always able to answer my questions and explain in a way that I am able to understand easily what we are doing and how it will fit into my portfolio. He is professional and straight forward in his approach and completes each job in a timely manner. I am thus very confident in the advice given and in the whole teams approach to management of my needs."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The team are always available to assist us with any enquires regarding our investments. They are always willing to help and make time for us and explain situations in terms we can understand. We are extremely happy with the company’s services."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan has provided my financial advice and managed my superannuation portfolio for several years now. He is always approachable and available for a meeting or a phone consultation. His advice is professional and appropriate for my age & financial position as I approach retirement. I am unable to recommend Tristan more highly. Tony & Lynne Martyn"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan has always been available in assisting us with any questions that we may have involving our Investments, Super, Retirement Plan etc. He is easy to talk to and he explains things in a way that you can actually understand. I have every confidence and have no hesitation in recommending Tristan as an advisor. He is a professional and shows care and concern for his clients."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I feel very confident that the advice that Tristan has always given me is right for me. Even though times have been tough I always feel he is doing the best to ensure my money is working well for me. Tristan is always able to explain things very clearly and if I need any advice he is always ready to help, for example sorting out Centrelink paperwork for me."

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

"On selling my home nearly four years' ago, I sought advice from a business friend ( I am a widiw) on how to invest the proceeds. He suggested BMM, pointing me towards Tristan. I have not regretted following his advice. My portfolio has appreciated in quality and quantity and I have always felt confident in Tristan's advice when querying some suggested moves. The outcomes have always proven positive."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 41

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

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

Qualifications & Training

Commercial Law (TASACLv2)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2019

Taxation for Financial Advising

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Taxation Institute of Australia (TIA)

Membership type
Associate
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