What advice covers
Super. Pensions. SMSFs. Insurance. Investments. Aged care. The full retirement picture.
About us
I didn't plan on becoming a financial adviser. My parents ran businesses and did well. But the financial system is its own language — super, tax, lending, investing, commercial leasing — and that stuff wasn't talked about at home. As the eldest, those conversations landed on me at the kitchen table.
Origin story
I learned that financial literacy isn't something you're born with. It can be taught. That's probably where it started.
I got into the industry at one of the biggest independent planning firms in Australia. They were big on SMSFs and investments, and I ended up being their top new business adviser. But I always felt like we were missing the bigger picture. It was all product and not enough strategy.
When AMP came to me with a role in Sydney I didn't think twice. I wanted to learn from the best. In 2011 I became their youngest licensed adviser.
I stayed in corporate for a while after that. Sydney, then Brisbane. Big firms, good experience. But the longer I was in it, the more I noticed the same thing. The people who needed this help — regular people trying to figure out their super and whether they could afford to retire — weren't the ones the big firms cared about. The ones who reminded me of my parents weren't even getting through the door.
That's why I started Great Advice.
Dan was at AMP as a senior analyst when I went out on my own. He could see what I was trying to do. Not just move money around or sell insurance policies, but help people understand their finances and feel in control of them. A few years in, he came on board. Today he's a fully licensed adviser and his clients will tell you the same thing I'm telling you. We do this because it matters.
If you want to come in and have a chat, the first one's on us.
How we work
No jargon. No 90-page report you'll never read. No pressure to buy anything in the first meeting. Here's how it actually works.
Super. Pensions. SMSFs. Insurance. Investments. Aged care. The full retirement picture.
Home loans, investment loans, car and equipment finance — in-house, so your broker and your adviser are talking to each other.
Fee-based. No commissions. Quoted in dollars before you commit. Typical advice fee is $3,500–$6,500 for a written plan.
A written plan in plain English. A clear picture of where you sit. A path forward you actually understand.
On us. No obligation. We listen, ask questions, and tell you whether we can help. If we can't, we'll say so.
Authorised representatives of Akumin Pty Ltd, AFSL 232706. AQF Level 8 credential (Graduate Diploma of Financial Planning).
The team
Principal Financial Adviser
Founded Great Advice in 2014 after a decade in corporate advisory at AMP. AQF Level 8 credentialed. Specialises in retirement and pre-retirement planning for Brisbane south-side families.
Read full bio
Financial Adviser
Started at AMP as a senior analyst. Joined Great Advice as a junior, became fully licensed, now runs his own client book. Same approach as George: plain English, plans you can actually use.
Get in touch
First meeting is on us. No obligation. No pressure to buy anything. We listen, ask questions, and tell you straight whether we can help.
Book a meetingOr call us on 07 3290 0393