Advice & education since 1980
Welcome to Advice First – one of Queensland’s oldest and largest privately owned financial advice firms. Our clients take comfort (and our staff take pride) knowing that we have won dozens of national awards based on: quality advice, compliance, business growth, client retention, innovation and workplace culture. Before making any significant financial decision…seek ADVICE FIRST
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Why Choose Us?
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As the Managing Partner I am responsible for the day to day management and long term strategic development of Advice First. Prior to joining the firm in 2004, I enjoyed an 18 year corporate career in financial services, which included executive roles in Australia and the challenging yet rewarding role of Director of Distribution for AMP Japan based in Tokyo.
My career in financial services began in 2000, with my first 6 years spent working for Fund Managers and Life Insurance companies – learning the industry from the inside out, time which in hindsight was the perfect preparation for my life as Financial Adviser. In 2006 I joined Advice First as the Insurance & Risk Management specialist, and then became a Partner here in 2013.
I have been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. My formal studies (Business Degree majoring in Finance) and past experience (as a technical analyst, creating financial plans) have provided the ideal footings for my career as a Financial Adviser.
I joined the firm in 2008 to head up Advice First Finance. Previously to Advice First I spent 18 years as a lending manager with one of the big banks. I was delighted to leave the large corporate environment where it was all about “product sales”, to join a boutique business that genuinely puts the interests of the client first.
My role allows me to put in to practice the knowledge I gained from completing my degree in Financial Planning and Accounting. I particularly enjoy assisting our clients with retirement and lifestyle planning. I measure my success on the difference I make to people’s lives, by focusing on what’s important to them, and assisting them to gain a better understanding of their financial and lifestyle circumstances.
I have completed a range of tertiary education qualifications that have provided me with the fundamentals to excel the financial industry. I have been involved in the industry since 2011 where I have enjoyed working across most facets of financial advice with a particular focus on wealth protection and investment planning. As commitment to my career, I have completed a Bachelor of Business (Griffith University), Master of Commerce (Griffith University) and recently completed the financial planning industry’s leading qualification of Certified Financial Planner (CFP) through the Financial Planning Association via Deakin University.
After years of study I completed my Diploma of Financial Services and became a licensed Financial Planner with Advice First in 2014. Prior to this I enjoyed a 14 year career in the industry, which included senior para-planning and managerial positions across Sydney and the Gold Coast.
I am the Corporate Superannuation Specialist at Advice First and a Foundation Partner of the firm. I qualified as a general practitioner Financial Adviser in 1983 and held that license until 2012, when I moved away from providing private client advice to focus specifically on delivering superannuation and insurance solutions to our corporate clients.
As a Foundation Partner of Advice First, the origins of the firm date back to September 1980 when I first qualified as a Financial Adviser and established my own business. It has truly been one of life’s great joys and journeys to see my own small business grow up to become one of Queensland’s largest and most well respected financial advice firms.
What our Clients Say...
For the first time since opening our doors back in 1985 we recently made the decision to appoint a financial advice firm to look after our 500+ staff. After a lengthy due diligence process of reference checking and competitor submissions, the decision to select Advice First was made easy as we came to realise that our respective companies share similar values and core beliefs. The Frizelle’s Automotive Group has been built on “old fashioned service” and it is clear from our dealings with the team at Advice First that they share the same passion for quality service. We have been impressed with their enthusiasm to assist staff at all levels and the honesty of their advice. We would recommend Advice First to other employers seeking professional and reliable financial services.
Joint Dealer-Principal, James Frizelle’s Automotive Group
Chairman of Gold Coast Titans
Advice First is like part of my family. My entire financial life resides with them. I have complete trust and faith in their ability to look after my families future from a financial perspective. Their expertise is first class and covers all our financial needs.
When we first sat down to discuss our goals and financial future, I thought I was in good hands, but having been a client for many years now, I know we are in GREAT HANDS! Even through the GFC, our wealth progressed under the guidance of Advice First.
Very few companies have a team culture like Advice First – they truly are a high performing team. Their care and consideration for customers is outstanding and an example to others.
Professional tennis player