Lorraine Shimizu

Integrity Wealth

Silver
8 Yrs Experience
Gordon Park, QLD 4031
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

Expertise

  • 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Arts (Japanese)
  • Language spoken
    • English

Integrity Wealth

43 Khartoum St
Gordon Park, QLD 4031

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Lorraine has given me advice in areas including shares and managed super funds .Lorraine explains things to me in a clear way so that I understand what is going on. Through Lorraine’s expert knowledge and experience I’m extremely confident that the advice I was given was just right for me. Lorraine always give 110% of her full attention and listens to what you have to say."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Bachelor of Arts (Japanese)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1996

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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