Laurelle has a wealth of first-hand professional experience developed over 20 years in practice, complemented by strong technical skills, winning the Colonial First State Technical Adviser of the Year.
In her career Laurelle has acted as the General Manager for a Self Licensed practice, as well as sitting on the Investment Committee for Self Licensed practices, and currently sits on the Advisory Committee for her current Licensee.
Laurelle has a passion for helping her clients make smart decisions about money. She believes that a clear financial plan is the foundation to a successful life.
Laurelle will identify where you are now; where you want to be; establish clearly defined goals; and provide you with the appropriate strategies, action and investments to get you there.
Ongoing advice and administrative support will ensure that you continue to take the right actions, and make the right decisions.
Laurelle’s approach is very personable. She places a strong emphasis on understanding you, your family, and your business, to ensure that her advice truly reflects your individual circumstances.
Laurelle is a wife and mother of two young girls, who enjoys the rewarding experiences that a young family brings.
Laurelle has a wealth of experience and assisted us to make smart decisions about our money and investment property, incorporated in a way that was easy to manage with strategies and actions that are result focused. Laurelle's ongoing advice and administrative support will ensure that we continue to take the right actions, and make the right decisions. Her communication skills are second to none, as novices in the financial world she explained everything to us to ensure we understood the processes, technical and legal, and was always available should we need to speak to her. Laurelle's approach is very personable and makes communicating with her an informative and pleasant experience. I highly recommend anyone looking for a friendly, informative and professional financial adviser to contact Laurelle.
Laurelle has been our financial adviser for 8 years. Laurelle has guided us through setting up a portfolio which has grown to the point where we are able to enjoy a comfortable retirement. It will also fund our children's university studies. Laurelle's advice and product recommendations have been tailored to meet our transition through our life stages. Laurelle is a caring person who has our best interest at heart and she has always been available to talk when the need arises. We are extremely happy with the advice Laurelle provides us as she takes the time to explain her recommendations in detail and takes our comments into consideration.
Laurelle really connects with and cares about her clients.
Laurelle has been advising and managing our finances since 2017 and we have been extremely happy with her service. We trust her implicitly and have been suitably impressed with the comprehensive advise that we have received. Laurelle is always prompt replying to any of our concerns or questions. We would not hesitate to recommend Laurelle and have done so already.
Laurelle has been very easy to relate to, trustworthy and explains things very clearly leaving little room for confusion. She has given us advice on many areas of the financial world including Superannuation and personal insurances. Through Laurelle's knowledge and experience, I feel very confident that the advice given was right for our needs. We always receive Laurelle's full care and attention when needed and have also recommended her to our son. He also is very happy with her service.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Financial Planning
Alman Partners Pty LtdCapita Building, Level 18, 307 Queen St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 5:00pm Friday
- In person
- Video call
Alman Partners Pty Ltd