Director
Paul is the General Manager and a Director of AdviceIQ and has vast experience working with dealer groups. Paul was previously the General Manager Advice for Australian Unity Personal Financial Services and CEO of Premium Wealth Management Ltd, responsible for both financial advice networks. He has over 35 years of broad experience in the financial services industry including with Australian Ethical and Zurich Financial Services Australia. He is a Fellow of the Institute of Company Directors, and has a B.Bus; Adv, Dip. Financial Services (Financial Planning); Associate CIP of ANZIIF, and AIF ASFA.
Director
Luke has been working in the Banking, Finance and Investment Industry since 2000. Throughout this time he has gained valuable experience and knowledge, with his previous roles including time at a boutique Portfolio Management firm where he held positions of General Manager of the firm and ‘Responsible Manager’ for the Australian Financial Services Licensee. Luke has completed a Graduate Diploma of Applied Finance, Diploma of Financial Markets, Graduate Certificate in Financial Planning. Luke is a Member of the SMSF Professionals’ Association of Australia Limited (SPAA) and a Graduate of the Australian Institute of Company Directors.
Director
Andrew has worked in the Australian financial services industry since 1993 with the University of Technology, Coopers and Lybrand (now Price Waterhouse Coopers), Westpac Institutional Bank, Westpac Private Bank, the BT Financial Group and ACD Financial. He has a broad range of experience including chartered accounting, corporate advisory, financial structuring advice, financial planning and financial research. Andrew has completed a Bachelor of Commerce and Master of Business and is a Certified Financial Planner and Chartered Accountant.
Director
Suzanne is a qualified Financial Planner and Chartered Accountant and has been providing accounting and taxation advice to business and high wealth net clients since 1992 and financial services advice to clients since 2003. She is passionate and dedicated to assisting her clients achieve their financial goals, whether they are business or personal. Suzanne has a strong background in taxation and superannuation and holds a Bachelor of Arts in Accountancy, Diploma of Financial Planning and SMSF Specialist Advisor Accreditation.
Address: Level 7, 175 Eagle Street Brisbane, QLD, 4000
Postal: GPO Box 1680, Brisbane, QLD, 4001
Phone: (07) 3164 7938
Email: admin@adviceiq.com.au
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