Pedro Marin Ramirez

Bell Partners

Gold
6 Yrs Experience
Brisbane City, QLD 4000

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.

Expertise

  • 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

Recent reviews

At a glance

  • 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

Bell Partners

Level 18, 260 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Australian Financial Advisory Solutions Pty Ltd

AFSL 287619