Since 1991 we have been providing advice to people throughout the Cassowary Coast and North QLD. The business founder, Peter Jordan, is passionate about the beautiful area he grew up in and has dedicated his career and business to providing trusted and relevant advice to people in the region.
Over the many years, our business has evolved, embracing the opportunities to improve our services offerings and the lives of our clients. Originally launched as a personal and general insurance advice business, the company that we welcome you to today has been built on the commitment to providing honest and trusted advice to our clients, and has developed into a full service financial advice, management and insurance business.
Throughout our history we have added expertise, new service offerings, and broader product options to lead this industry and to ensure that our clients have access to leading strategies and opportunities. We have a team experienced in assisting you with each of your financial service and insurance needs, from Superannuation to investments, business advice, personal insurance, and everything in between. Across our offices in Innisfail, Mission Beach and Cairns we are able to provide advice and direction on your financial and insurance needs.
Financial and insurance protection planning is about helping you make decisions today that result in the best possible outcome for your future. Our commitment to your best outcome is deeply ingrained in our business. This dedication is the foundation of how we operate day-to-day in the service that we provide to our clients and is the driving force behind the pride we take in our education and knowledge. Senior Financial Strategist and founder, Peter Jordan, holds a Masters in Financial Planning and the highest form of designation for Financial Planners globally by achieving the qualification of Certified Financial Planning (CFP) through the Financial Planning Association of Australia. This level of education, experience and knowledge puts ClearWay Advice and Financial Management in the top level of financial services practices in the area.
Having spent 15 years working overseas, the local rules on super and retirement were somewhat confusing. I had known Peter previously and remembered a knowledgeable and trustworthy man who was dedicated to his customers. I contacted him and without hesitation he reached out to me, focused on my needs and quickly gave me support and shared knowledge to provide a Clearway forward. My affairs were sorted with a strong understanding on what was needed for our secure future. Peter is not just a consultant or planner he is a caring and community minded person who has won our trust and respect. We recommend his team to anyone we meet.
Peter has given me advice in areas including loan products, self managed super funds and managing debt. Peter was able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel very confident that the advice given was right for my needs. I will definitely recommend Peter to my connections.
Always feel understood, supported and fully trust Peter's advice.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1996
- Years of experience 27
- Master of Personal Financial Planning
Direct Wealth Pty LtdLevel 2, 8 Rankin St
Innisfail, QLD 4860
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd