Debbie Spence

Rise Advice Pty Ltd

Silver
22 Yrs Experience
Brisbane City, QLD 4000

HI, my name is Debbie, and I am passionate about helping people reach their goals - whether they be personal or financial. In my personal and professional life I have been, and continue to be, heavily involved in helping people from all walks of life reach their full potential in life. This is what motivates me to do what I do. A good financial planner is like a good personal trainer - they keep you on track when it gets hard, and celebrate the milestones with you when you have success (and reach your goals). I have been very strategic in my career, staying away from large financial institutions, and gaining first hand experience in the 3 main assets people use to build wealth - managed funds, direct equities and direct investment property. This has given me a broader view of each asset class, and the appropriateness for clients as they seek to invest for their longer term future. If you would like to know more about how I can assist you in reaching your full financial potential, please feel free to contact me to arrange an obligation free first appointment.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • 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 Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Rise Advice Pty Ltd

Level 31 Waterfront Place, 1 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Friday
  • 9:00am – 7:00pm Tuesday

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550