Glenn Bosse

2020 Financial Services Pty Ltd

Gold
23 Yrs Experience
Reedy Creek, QLD 4227
Glenn Bosse has graduated with a Bachelor of Business, majoring in Accounting & Finance and has also completed the Diploma of Financial Planning. Glenn grew up in the country and was heavily involved in the family business of vegetable farming and the General Store. Most of Glenn’s working life has been spent gaining wide-ranging experience in many aspects of financial services. After six years in accountancy, Glenn decided to become a specialist in the financial planning profession. Glenn’s experience of working as both a Commercial and Tax Accountant have given him a good understanding of the taxation system. Glenn has also been involved in coaching for South Qld Crushers Rugby League, Qld under-19 Rugby League teams, Australia under-19 Rugby League teams, City teams as well as Brisbane North’s and Brisbane East’s Rugby League Clubs. Glenn was on the Southport Life Saving Nippers,Runaway Bay Junior Rugby League Executive Committee's and Runaway Bay Leagues Club Board. Currently Age Manager for Southport Nippers for the last 5 years. Glenn really enjoys his time with his children Elizabeth and William.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

2020 Financial Services Pty Ltd

20 Willow Tree Dr
Reedy Creek, QLD 4227

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 5:00pm Monday – Friday

Licensed by

Financial Force Pty Ltd

AFSL 238337

5.00
13 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Glenn offers exceptional service that is easy to understand. Nothing is any trouble for him. Thanks for all of your hard work to ensure my success and setting me up for retirement."

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

"'Glenn has given me advice in areas including loan products, self managed super funds and managing debt. Glenn was usually able to explain things to me in a clear way. Through Glenn's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Glenn's full care and attention when I needed it.'"

  • Government Assistance
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Glenn's knowledge and experience in financial planning is exceptional. He is always available to give helpful advice when I need it and spends the time to explain all of the options I have available to me. I highly recommend anyone needing a financial planner to call Glenn."

  • Government Assistance
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Glenn has given us lots of great financial advice over the last 20 years and set us up with a portfolio which has now allowed us to retire comfortably. He has also been extremely generous with his time for us and is always available to answer any questions we might have in regard to our investments, giving us his full care and attention."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Glenn has been our Financial Adviser for the last 12 years and has guided us through the GFC with our share portfolio and self managed super funds. We value Glenn's advice and he has always been there to answer questions and guide us through the difficult and good times."

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

"Glenn has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Glenn was able to explain things to me in a clear way. Through Glenn's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Glenn's full care and attention when I needed it."

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

"We are genuinely appreciative of Glenn’s personal approach and wealth of knowledge. Supporting us to make calculated decisions to assist us in our future, and for now. We highly recommend Glenn for all aspects of advising."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I were introduced to Glenn in 2010 and he not only steered and advised us with our financial matters competently and professionally throughout these difficult and unpredictable years but he became a trusted and dear friend. Also as Administrators we are audited annually by Queensland Tribunal [ Qcat] and pass their scrutinising reviews with reverence. We rate and hold Glenn with the highest regard."

  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Glenn has been my financial adviser for over 10 years. Glenn is very thorough when explaining everything to me. Through Glenn’s knowledge and experience, I feel confident that the advice provided was right for my needs. Glenn has provided me with advice regarding insurance, self managed super funds and planning for retirement. I highly recommend Glenn to my friends and family."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Glenn has given my husband and I advice in areas including self managed super funds, life insurance, loan products and general investment strategies. Glenn posses a thorough knowledge and many years experience in financial planning. The information he conveys is easy to understand and suited to individual needs. I would highly recommend Glenn for all your financial matters."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • 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

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
1994

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

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
Associate
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