In August 2018 I retruned to the family business in Rockhampton after two years working for one of the UK's leading Financial Life Planners.
I am passionate about the positve impacts that financial advice brings to mine and my clients lives and my philosphy towards advice is that clients lives and money should be aligned. There is no point in having a great financial plan if it doesn't align with with your life plan and vice versa.
Declan's experience and jargon-free approach is extremely refreshing. His simplified way of explaining things makes me feel at ease and know that my money is in the right place.
Declan was nothing short of amazing when I asked for income protection insurance. He was clear and easy to understand and helped me to make informed decisions. I feel like he genuinely wants the very best for his clients and you can tell that it brings him great pleasure. When I found out he was able to assist me with my superannuation fund and offer advice and industry knowledge, I tracked him down and insisted he help me. Once again, his funny, kind nature shon through and with his happy, funny and professional demeanour we were able to capitalise on my financial situation. If you are lucky enough to engage Declan in any service he offers, I guarantee you will not be left dissatisfied.
Declan has given me advice in many areas of finance and life planning. He has always been very understanding and patient when educating and helping me with our many projects. His knowledge is first class and application of that knowledge even better. I would highly recommend Declan to anyone seeking financial advice/life planning.
Declan has given me advice in areas including self-managed super funds, managing debt and risk. Declan was always able to answer the many, many questions I had and it was never too much trouble for him. Declan knew exactly what I needed and I am extremely happy with the advice and products he has set me up with.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2012
- Years of experience 11
- Master of Financial Planning
Select Advice Financial PlanningLevel 16, 333 Ann St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd