Laurelle Bryce

Generise Financial Planning

Silver
8 Yrs Experience
Brisbane City, QLD 4000
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 4
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Generise Financial Planning

Level 14, 300 Adelaide St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 6:00pm Monday – Thursday
  • 9:00pm – 6:00pm Friday

Licensed by

Spark Advisors Australia Pty Ltd

AFSL 380552

4.80
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.75

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Laurelle really connects with and cares about her clients."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Cavendish/International Centre for Financial Services (ICFS)
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Member
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