Effi Bowtell

Entire Financial Solutions

Gold
18 Yrs Experience
Buddina, QLD 4575
Entire Financial Solutions is an award winning financial planning practice based in Buddina on the Sunshine Coast. We are a young, experienced and qualified team motivated by helping people achieve their financial goals by delivering a personalised service and quality advice. We aim to provide you with transparency, clarity and certainty about your financial situation and future. Our name encompasses our philosophy – our advice addresses your situation in its entirety to ensure that we are having a positive impact on your life, to create opportunities for you, and to develop pathways for achievement. That way, you can focus on what’s important to you. We have built our brand on positive outcomes and word of mouth from our clients who believe in the proven value of financial advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Entire Financial Solutions

Suite 16 Level 1, 5 Lutana Street
Buddina, QLD 4575

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

5.00
12 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—10 of 12

Sort by

5.00

"It is great that our financial adviser can also be called a friend, stay professional and help us to do the best we can. Effi & the team have done way more than what we expected"

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Effi has always gone above and beyond what was required in all situations. Effi provides honest and open answers to all our questions."

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

"'Due to sound financial advice we have protected our savings,invested it well with good returns, what more could you want'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"There's never any 'hard sell' ! Efi listens to us, makes recommendations based on what we want to achieve. The decisions are always ours to make. Having peace of mind knowing that Effi has our best financial interests in min when making recommendations."

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

"Effi has always listened to my personal goals and developed a financial plan around these. When personal goals have changed, or circumstances have changed, Effi has been able to modify or change my plan accordingly. Effi is a thorough professional while still bringing an element of friendship and personal concern to our business dealings. She is always available for advice when I need it and I place every faith in her knowledge. She is also very passionate about what she does and this is very reassuring."

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

"'Our relationship with Effi commenced prior to Effi establishing Entire, during that period and present times she has always acted in our best interests to assist our transition to retirement. Service at Entire is superior to other financial services I have used, we are always treated with respect and I especially appreciate that Effi and Team genuinely listen to our comments or queries. We are very happy and pleased with all that Entire have done on our behalf with our plans to have a comfortable retirement. Thank you for the wonderful service and the highly respectful way we are treated in all our meetings and contact."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Effi and the Team at entire are friendly and create a family environment rather than just being a number/policy holder in the system. We value the one on one interaction, her advice and our commonality. Having Effi as an adviser has been a God send as we now put things into action rather than talk about doing it. When one is busy running and operating a business, focus is taken off our own future and wellbeing and tied up with the day to day Runnings of our Business. Effi specifically works on our future through superannuation and investment strategies and has assisted us in claiming insurance when health was not on our side. We value the job that she does for us."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been extremely happy working with Effi, She has helped us to secure our retirement, which has been the biggest decision of our life. After 40 Years of building our business from Scratch, We knew we were on the merry go round, we just didn’t know how to get off. Effi helped us by simplifying things to help make decisions easier, She fits in with our busy schedule and is always available to help. She has worked with our accountant and professional adviser’s and assisted our children. She is down to earth and easy to talk to. I would consider her to be an outstanding financial planner and friend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found the financial planning experience with Effi and the team at Entire very welcoming and professional. In the past I have had experience with planners that were short-term focused, however with Effi, her planning and strategy was sustainable and long-term projecting. She took detailed care and due diligence into ongoing service, ensuring that my goals and objectives were on track to becoming reality. Effi was able to explain complex financial jargon in layman's terms and provide education that made me better understand my strategy and instill confidence that I was on the right track."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Effi has helped us with many of the listed services over time. She is very thorough and always ensures that we are comfortable and understand our options. We love how she let's us know the options within legislation that we can take advantage of. Sunshine Coast"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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