Infocus Money Management - Caboolture

5.0

based on 1 review

30-36 Dickson Road, Caboolture QLD 4510
Near Aldi in Dickson Road Caboolture South
07 5498 ... Click to show
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Opening Hours (Monday: 9-5)

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EFT - all credit cards - cheque

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Our Financial advice service is based on Growing your assets, Protecting your loved ones and Planning for your comfortable Retirement. We do this by delivering advice to you that helps you make smart choices about your money, giving you confidence about your financial future. We charge on a fixed price or by hourly rate, this is a choice given to every client. Roland started his previous advisory business in 1981. He sold this Financial Planning practice in 2002 and started working as a salaried Planner for the big banks. This stint gave Roland a unique perspective on the way banks look after their clients, and is a major reason for starting an Infocus office in 2006 with wife Anne-Louise as another Planner. With a reputation as a financial Planner of high integrity, he is able to empathise with clients and to quickly understand their situation and communicate complex subjects in simple to understand terms. Roland's wealth of experience spans the boom and bust times of the eighties, the recession of the early nineties, right through to today including the current Global Financial downturn. Roland is able to provide advice on all aspects of financial planning. He does this by helping his clients clearly identify their goals and works with them to put appropriate strategies in place to achieve those goals. Roland has completed the Advanced Diploma of Financial Planning: Adv. Dip FS (FP), and is also Authorised to give advice to Self Managed Super Fund Trustees (ie SMSF), as well as being registered as a Commissioner for Declarations C.dec (JP). Roland is a Financial Planner (AFP) with the Financial Planning Association of Australia a member since March 2000 and adheres to the FPA's Code of Ethics.

1 review about Infocus Money Management - Caboolture

tonys16

#8 in Bellmere QLD

27 reviews · 2790 points

27 reviews
Trustfactor
2790 points

verified email - 19 Apr 2012

I am a mortgage broker operating in Caboolture for the last 10 years. I have met and dealt with many Financial Planners in this time. When it comes to trusting any of my clients to a planner I use recommend Roland Knight of InFocus Caboolture. He has an excellent reputation and has been in the industry for over 25 years.

Comment (1)

Infocus Money Management - Caboolture 24 May 2013

Thanks Tony for your valued comments, I do appreciate your support and I do also support you because knowing you have long term experience also makes for a great client interaction.
Regards Roland

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1 review about Infocus Money Management - Caboolture

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Monday	9-5
Tuesday	9-5
Wednesday	9-5
Thursday	9-5
Friday	9-5

Infocus Money Management - Caboolture

1 review about Infocus Money Management - Caboolture

Email Infocus Money Management - Caboolture

Recommended Businesses

Fortune Wealth Creation Group

Cornerstone Advice

Planning Box

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