Pedro Marin Ramirez

Bell Partners

4.95
44 Reviews
Gold
6 Yrs Experience
South Brisbane, QLD 4101
Fully bilingual advisor with 9 years’ experience in the financial services industry and proficient in a diverse range of competencies including financial planning modelling, retirement planning, wealth creation, tax strategies and insurance analysis, to name a few. Pedro has vast experience with the following: ·        Young professionals seeking to establish their financial homes ·        Young families seeking to secure their financial futures ·        Individuals looking to safeguard their retirement options ·        High net individuals seeking tax mitigation strategies ·        Individuals not sure how to grow their finances or what are the steps to take to create wealth ·        Retirees looking to maximise Centrelink entitlements

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 44
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Business (Accounting)
  • Languages spoken
    • English
    • Spanish

Bell Partners

Level 3, 164 Grey Street
South Brisbane, QLD 4101

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Australian Financial Advisory Solutions Pty Ltd

AFSL 287619

4.95
44 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 44

Sort by

5.00

"Pedro has given us advice in areas including loan products, self managed super funds and managing debt. Pedro was always able to explain things to us in a clear, down to earth way. Through Pedro's knowledge and experience, we have 100% trust in the advice he has given us and feel confident moving forward with him as our advisor into the future. Pedro has gone above and beyond for us!"

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have had nothing but positive experiences with Pedro since working with him to invest an inheritance I received. His upbeat, welcoming demeanour and enthusiasm to educate his clients is a world of difference compared to the other advisers I previous met with."

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pedro has given me advice in areas including but not limited to insurance, superannuation and tax strategies. Pedro was usually able to explain things to me in a clear way. Through Pedro's knowledge and experience, I feel confident that advice given was right for my needs. His passion for what he does is unmatched."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pedro has given me advice in a number of areas including but not limited to super, investment & insurance. He spent quality time in understanding my needs and preferences. Pedro always explains things to me in a clear way. It was important for me that people I deal with understand my circumstance and Pedro made sure that he did, and he still does. In our dealings, I’ve never felt like I was just Client 123XYZ, which sadly is how most, particularly in the finance sector, treat their clients. Pedro’s advice is always based on what benefits me… even if that sometimes means less income for him!"

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

"I contacted Pedro couple of months ago through LinkedIn based on his reviews and dynamic content on his page. I was looking for someone to help me with my finances and goal of buying a house. Pedro organized a face to face meeting in which he took the time to understand my situation, on our second meeting Pedro had a plan of action and very comprehensive recommendation for me to implement, I was very impressed. I decided to work with Pedro because he is extremely professional, empathetic, friendly, efficient ( once I accepted the recommendations Pedro ensured all the ASAP items were done) and experienced. Also, Pedro is from Latin America and myself being Colombian, it is very refreshing to work with someone that speaks Spanish, that understands your situation, culture and possible financial needs."

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

"Pedro is a very approachable person, always willing to explain in detail his services. Pedro has given us advice in how to plan for a stable future for us and our kids. We feel very confident that the advice Pedro gave us was the right one for our family needs."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pedro is wonderful to work with! He explains everything clearly and precisely, and you can clearly tell he loves what he does. I feel a lot better about my financial future and knowing that my family and I will be taken care of if something were to happen to me."

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

"Pedro's knowledge in personnel insurance and long term investment is commendable. I truly appreciate his advice and I'm lucky to have him in our corner. If any, I would recommend an initial sit down with Pedro to go through high level plan. I would recommend him 100%."

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

"Pedro has been extremely helpful in setting up our family investments, superannuation and life insurances. He was knowledgeable and was able to meet our needs. He was flexible with his time and we are very satisfied with his level of service. I would recommend Pedro to anyone"

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

"Pedro has given me advice regarding investments and shares and has been extremely thorough in how he has explained each step. I'm confident we have made the right choice and I'm looking forward to working with Pedro for years to come."

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 44

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of International Business (Finance)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Graduate Diploma of Business (Accounting)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Queensland University of Technology (QUT)
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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