Will Powis

Plenitude Wealth

Gold
2 Yrs Experience
St Lucia, QLD 4067

I have been working in financial services since 2016. I graduated from Griffith University with a Bachelor of Commerce (Majoring in Financial Planning), passed the FASEA Financial Planning Adviser Entrants Exam and completed the FASEA Professional Year in 2021.

From my education and working history, I have a wide range of experience in every aspect of financial planning, with a particular passion for helping clients prepare for, and enjoy, retirement.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

All fees are discussed openly and agreed to before proceeding. No one likes a nasty fee surprise!

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 15
  • Years of experience 2
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Plenitude Wealth

68 Highland Terrace
St Lucia, QLD 4067

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Legacy Financial Planning Pty. Ltd.

AFSL 519446