Jim Penner

P3 Financial Planning Pty Ltd

Silver
19 Yrs Experience
Indooroopilly, QLD 4068
Jim Penner has a background in Financial Services and Planning that dates back to his Credit Union experience while working and studying in Canada.  The Credit Union mentality of, ‘People are Members, not Numbers’ is something that has stayed with him during his career.   He has worked for both large Institutional Financial Companies as well as smaller boutique organisations. I love what I do and enjoy assisting clients address their financial concerns.  At P3 we help clients achieve financial success

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Bachelor of Commerce (Honours)
  • Language spoken
    • English

P3 Financial Planning Pty Ltd

Level 3, Lantos Place, 49 Station Road
Indooroopilly, QLD 4068

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

P3 Financial Planning Pty Ltd

AFSL 464628

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Jim helped us to establish an investment and dollar cost averaging strategy which set us up to buy our first home years later. Although it started out as a small investment, Jim reviewed the portfolio regularly, suggesting changes when necessary, which he explained to us in a very understandable manner. He is always available when we have queries and we always feel like valued clients. He also suggested changes for our existing super funds, which are now performing exceptionally well. We would have no hesitation in recommending Jim to anyone seeking financial advice."

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

"We were a former Storm investor affected by the GFC in 2008. At that time, when many financial planners wouldn't touch us, we were fortunate to be referred to Jim by the FPA. He was one of the planners who had volunteered to provide free financial advice to Storm victims. Jim gave us hope that all was not lost and that we could rebuild our portfolio. He very ably guided us to achieve that end and we can't thank him enough for the advice he provided during what was an extremely stressful time in our lives. We have since chosen to retain Jim as our financial adviser and our portfolio has gone from strength to strength under his guidance."

  • Insurance Protection
  • Margin Lending
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jim has given us advice in areas including self managed super fund, transition to retirement, shares and investments. Jim has always been approachable and friendly and gives us confidence that he is looking after our best interests. I have no hesitation in recommending him and his company to family and friends."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jim has always made himself available when we have needed his assistance with our investments. His advice has been sound and he does his best to help us understand the decisions we have had to make. In general we feel very confident with Jim's advice."

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

"We have dealt with Jim for many years and have complete confidence in all of his advice. Without his careful expertise for our future, we would not be in the comfortable situation we are in now."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jim Penner profile photo

Jim Penner responded on May 2020

"Thank you very much guys for the lovely, kind words. It means a lot! Jim"

5.00

"We met Jim almost 20 years ago, and right from the outset he filled us with confidence, and courage that we would be able to sustain a wonderful hopeful retirement, which is what we have achieved with his guidance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jim Penner profile photo

Jim Penner responded on May 2020

"Thank you guys very much for this. It is my pleasure to have met you and look after you all these years (sorry, decades!) - im gettin old! Jim"

5.00

"Jim has become a friend to myself and my wife. We trust him completely."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jim Penner profile photo

Jim Penner responded on May 2020

"Thank you Ernie and Jean, and the feeling is mutual. Have really enjoyed the decades long friendship and association in working with and beside you on this financial journey."

Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1997

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
TAL
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Bachelor of Commerce (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Manitoba
Completed
1992

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
Australian Securities Exchange (ASX)
Completed
2005

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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