Pedro Marin Ramirez

Bell Partners

Gold

6 Yrs Experience

Brisbane City, QLD 4000

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Fully bilingual advisor with over 10 years’ experience in the financial services industry and proficient in a diverse range of competencies including financial planning modelling, retirement planning, wealth creation, tax strategies and insurance analysis, to name a few.

Pedro has vast experience with the following: Young professionals seeking to establish their financial homes; young families seeking to secure their financial futures; individuals looking to safeguard their retirement options; high net individuals seeking tax mitigation strategies; individuals not sure how to grow their finances or what steps to take in order to create long term wealth; retirees looking to maximise Centrelink entitlements.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

5.00 July 2022

Pedro has a very efficient no-nonsense approach delivered with an incredibly warm and personable sense of care. He has a great way of explaining things in layman’s terms and is quick to ensure you understand what is happening at all times.

5.00 July 2022

Thank you Pedro. He has an in-depth knowledge of all things to do with finance and what is the best advice for his clients. He takes time to get to know what his clients want out of life, our goals, and connects with the individual so he has an understanding of family dynamics and values. He explains all the financial aspects from graphs to trends and what will work best for the client. He radiates trust and honesty during the first meeting and in further meetings and communications. I will certainly recommend Pedro to my friends and family. Thank you.

5.00 June 2022

Pedro is an excellent communicator, he is professional and human. After several interviews with unenthusiastic advisers prior to seeing Pedro, it was clear he was knowledgeable and had a vested interest in my goals and needs.

5.00 June 2022

Pedro provided sound advice and assistance in investing a small inheritance received and reviewing my superannuation options, both to grow my financial assets and future-proof myself.

5.00 June 2022

We have been very happy with the advice Pedro has provided us on our journey to retirement. Happy to recommend Pedro to friends.

Adviser status Gold
Rating 4.95
Number of reviews 55
First year providing advice 2016
Years of experience 6
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Business (Accounting)
Languages spoken
- English
- Spanish