I’ve always had a keen interest in the stock market, and started investing when studying Finance at QUT here in Brisbane. The first company I bought was Queensland Rail (now Aurizon Holdings) when it first listed on the ASX. To me as a poor Uni student, I thought they were doing very well off me with their escalating ticket prices and I came to the conclusion that I wanted a piece of that business! It may not have been the increasing train fares that was the reason, but in two years QR did quite well and I had made a 30% return on my initial investment. Not a bad start, and I was instantly hooked. Now I love helping clients with their own investments. After graduating I did some work experience with a stock broking company whilst working in an electronics store selling computers. This sales job taught me a lot about taking the steps to discover each customer’s needs and requirements and providing a solution to fit. It wasn’t until I started working with P3FP as a Paraplanner, that I realised that good financial advice was much the same. People want to be listened to and know that their needs and wants are being heard. The key is then to take away what I have learned and tailor the advice to suit their requirements and risk tolerances. Putting the puzzle pieces together is a very satisfying part of the job.
Blaine is very helpful and responsive to our needs as well as careful with his advice.
It's easy to review Blaine - simple, straightforward, friendly and well-thought out advice. No question is a silly question and he takes you on the journey of properly understanding your life goals to plan how to best make your money work for you. 10/10 would recommend.
Honest, reliable, easy, friendly, helpful, personal.
Blaine has guided us in all our investments during the past twelve months. With the current ongoing upheavel in world markets, we were pleasantly surprised to suffer a minimal loss. We are comfortable with his knowledge and strategies, and his access to current information will help to grow our portfolio. As a forward thinking advisor with an affable personality, Blaine is eager to go the extra mile for his clients.
Blaine helped me to consolidate my superannuation funds I think I had 4 different funds when I came to see him. He advised me on the insurances that were included in all and the best fund to go with and an investment strategy for my superannuation balance to reflect the risk appetite I have based on my stage in my career. I would recommend Blaine for anyone needing financial advice.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business (Finance)
P3 Financial Planning Pty LtdLevel 4, 31 Sherwood Rd
Toowong, QLD 4066
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
P3 Financial Planning Pty Ltd