We provide our clients with the confidence to make informed decisions about their future.
“Our values are simple – the provision of the highest standards of comprehensive holistic financial planning advice and an uncompromising commitment to the highest standards of service.”
We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions.
Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are:
Professionalism – continously and objectively challenging the status quo i.e. doing things better.
Client Best Interest – providing peace of mind, value and confidence so that you are able to make informed financial decisions.
Client Service – the keystone of our service offering.
Compliance – the most important undertaking of advice businesses.
Expertise Education Experience – we are committed to investing in our staff’s development so that we may provide best in class service to our clients.
Continuous Improvement – the only way to remain relevant and ensure our value to clients is maintained at the highest level.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2011
- Years of experience 13
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Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Economics
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Language spoken
- English
Wealth Connexion Pty Ltd
35 Cairns StreetKangaroo Point, QLD 4169
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523