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
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.
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.
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.
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.
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.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
- Bachelor of Commerce (Honours)
P3 Financial Planning Pty LtdLevel 4, 31 Sherwood Rd
Toowong, QLD 4066
- 8:00am – 4:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
P3 Financial Planning Pty Ltd