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 4.95
  • 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