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

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Debbie has always been extremely helpful, friendly & mindful of my needs financially & emotionally, I would highly recommend her"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Debbie has been fantastic working with us from begining to end. Debbie was our first financial adviser and has been really patient, supportive and skilfull in helping us to make great and rewarding financial decisions. We are now well on our way to a much better financial future. Debbie really puts in the efforts to get to know her clients and gives personalised advices. I would not hesitate to recommend her to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Debbie's for over 15 years and couldn't be happier with the service she provides. She is always very well informed, is able to easily explain complex details and is very professional. I would recommend Debbie's services to anyone looking for financial advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The annual review and periodic advice through the year ensure our funds are being managed as required."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Debbie has been providing us with quality, experienced and professional financial services for 5 years and her understanding and compassionate approach to ensuring we are offered services and advice that is custom tailored to our situation, is second to none. I would recommend Debbie without hesitation."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since Debbie took over our portfolio of superannuation investments firstly at FMD and then moved to her current position at riseadvice, she has consistently kept us up to date with advice and recommendations that she felt would be to our advantage. To date that advice has been has been beneficial and seen our investment grow. We would definitely recommend Debbie to any one asking our advice on a financial advisor."

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

"I have known Debbie for many years now. My mother also entrusted Debbie for her financial affairs before she passed. Debbie has always demonstrated a high level of service, where nothing is too much trouble. I can always contact her knowing that I can depend on her to respond quickly and effectively. I have no intention of going to anybody else."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deb is always very professional, friendly and understanding our needs."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Debbie to be very helpful and understanding of the situation that i have found myself. She explains things to me in lay terms, and will only go ahead with a strategy, if my am totally happy and understand the plan of attack. I have total trust in her and the methods she employs. My Super Fund is now in a healthy state thanks to her. I have recommended her to my friends who need advise in her area of expertise. Peter 4007"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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