Meena Bebawy

Bricks and Mortar Private Wealth Pty Ltd

5.00
1 Review
Gold
14 Yrs Experience
Stafford, QLD 4053

I am fully accredited Financial Planner and SMSF Adviser with over 10 years’ experience in Financial Services industry.

I can provide my clients with specific, well-considered strategic advice on: 

  • Wealth accumulation
  • Superannuation & Self-Managed Super Funds
  • Investment portfolio construction
  • Retirement planning
  • Business succession
  • Personal insurance
  • Taxation & cash-flow management
  • Estate Planning

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Bricks and Mortar Private Wealth Pty Ltd

627 Stafford Rd
Stafford, QLD 4053

Licensed by

Interprac Securities

AFSL 246638