As a highly motivated financial adviser, I am quick to learn and adapt within the always changing financial planning industry. I am approachable and passionate about ensuring client outcomes are achieved to prepare balanced financial and lifestyle plans for families and business owners.
I have completed a Bachelor of Business, Advanced Diploma in Financial Planning and currently working towards my Graduate Diploma in Financial Planning. I'm continuously educating myself to provide optimal outcomes and professional services to our clients. With my perseverance, client service skills and attention to detail; I help clients achieve a more balanced lifestyle and secure their financial future.
Email - luis.arguello@pollockfinancialplanning.com.au
Website - https://www.pollockfinancialplanning.com.au/
Facebook - https://www.facebook.com/PollockFinancialPlanning
Linkedin - www.linkedin.com/in/l-arguello
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Pollock Financial Planning
The Edge, Suite 14, 51 Playfield StChermside, QLD 4032
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Oreana Financial Services Pty Ltd
AFSL 482234