Paul Bronson

Bronson Financial Services Pty Ltd

4.70
1 Review
Gold
17 Yrs Experience
Loganholme, QLD 4129

Recent reviews

Bronson Financial Services Pty Ltd

Suite 1, 3986 Pacific Highway
Loganholme, QLD 4129

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.70
1 Review
5
4
3
2
1
5.00
Clear communication
3.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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4.75

"Paul has provided us advise across the full spectrum of building wealth and living in retirement, specifically SMSF. Paul goes out of his way to ensure we understand all facets of his advice and plans and is always available to discuss and or clarify concerns or questions. Meeting occur regularly. We feel very confident that the advice we are receiving from Paul is meeting our needs and ensuring we are comfortable in our retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Master of Business Administration

Level
9 - Masters Degree
Institution
Griffith University
Completed
1995

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2006

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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