Adept Financial Planning

Insurer Find introduces Adept Financial Planning in Herston, for all your business needs, Click on the email or call now button to get in touch with the owner.

Adept Financial Planning is a boutique Financial Advisory Firm, which is focussed on providing professional and independent Financial Planning advice, operating under the Magnitude dealership. We are dedicated to providing highly proficient and holistic financial advice to individuals, businesses, and corporations. Magnitude began operating as a dealership in 2005, as a conduit for the most experienced Executive and Senior Financial Planners within the BT/Westpac Group, to be able to operate under their own business structure, still whilst maintaining the strict governance of compliance, research and support of the Westpac Group. At Adept, we are small enough to provide you with independent, tailored advice; yet we also have the backing of one of Australia�???�??�?�¢??s largest financial institutions, to give you peace of mind. Magnitude is a member of the Financial Planning Association of Australia (FPA) and is a wholly owned subsidiary of the Westpac Group. Adept Financial Planning is a Corporate Authorised Representative (431619), and Corporate Credit Representative (431883), of the Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL and Australian Credit Licence 221557.