Lorraine Shimizu

Bayside Financial Planning

10 Yrs Experience
Cleveland, QLD 4163

I am a Financial Adviser who is passionate about helping clients achieve their financial goals whilst protecting their hard-earned assets.  I educate, empower and enrich my clients lives in order for them to live a life with less stress and more happiness.

I  take the time to listen to my clients, formulate strategies to suit their individual circumstances and I have the ability to relate to clients in a clear and concise manner that is easy to understand. I will ensure that you are kept informed at every step of the process.

I specialise in the following:

Aged Care                                                            Superannuation & Retirement Planning

Investment & Wealth Accumulation

Estate & Succession Planning

Personal Insurance

Cash flow and budgeting


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • 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 Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Arts (Japanese)
  • Language spoken
    • English

Bayside Financial Planning

Unit 3, 7-9 Grant St
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bayside Licensee Pty Ltd

AFSL 537885