Financial Planner Profile

Name: Adrian Bernard

Qualifications:
Bachelor of International Finance – Griffith University 2000
Diploma of Financial Planning (FNS50611) – Kaplan
Margin Lending and Geared Investments – Kaplan 2011
Completing SMSF Course Kaplan Professionals – Kaplan 2016

It’s has genuinely been my goal to help people and work in the financial services industry from a young age; the industry seemed very exciting and challenging. I began in the financial planning industry in 1999 as a ‘trainee’ Financial Planner after completing my degree in International Finance at Griffith University.

I soon established a growing client base and now solely work with referral clients. While working in the industry I have attained the PS 146 and diploma of financial planning requirements. I have developed a broad experience in asset accumulation tax & risk management for both personal and companies.

I get great satisfaction in improving my client’s financial security and quality of their live. To this end my business operates exclusively on referral and strategic partners’.

Passionate
About life and the opportunity to assist people from all walks of life to improve their financial situation and giving them confidence to improve their lives.

Personal
When out of the office I enjoy getting back to nature. I especially enjoy the Gold Coast beaches for surfing and Hinterland for bush walking and photography. I enjoying travelling and going to the snow in Japan for the contrast and culture.

Languages
I have studied Mandarin Chinese for 7 years and also speak some basic Japanese and have an interest in politics and geography as economise are driven by people. The region we live in is dynamic and it’s important to be aware of where we are headed and how these changes can benefit clients.

What we do is
A full and detailed assessment of where you are at now both financially and personally and professionally. We then discuss you goals and objectives and define where you want to be in the future both financially and personally taking into consideration your time frame risk profile stated preferences we develop a unique financial plan that is specifically designed to assist you achieve your financial goals.

So that we can
By having a plan in place to achieving your goals this offers peace of mind for you and your family’s future, knowing that all your hard work now will actually yield you your desired lifestyle.

Which means
You can get on with the rest of your life and focus on your family and career and other personal aspirations knowing that your financial security is being looked after and regularly reviewed.

Financial Planning Services:

  • Risk insurance
  • Superannuation
  • Retirement
  • Business solutions
  • Saving for that special something
  • Managing your debt

  

  • Purchasing property
  • Estate planning
  • Relationship breakdown
  • Taking a redundancy
  • Inheritance
  • Family matters