AdviceOne Financial Services

Our new website is live!

AdviceOne At AdviceOne, we take the confusion out of finance, offering expert, personalised advice to help you grow and protect your wealth.

AdviceOne will be closed Friday 9th September 2022.
We apologise for any inconvenience.
The office will be open as usual Monday 12th September 2022.

Three behavioural factors that can affect retirement spending

https://adviceone.us5.list-manage.com/track/click?u=b90b0aee052d71d2a9bf0b4cd&id=40b61d3352&e=322773c84c

How much money do you throw away?

https://adviceone.us5.list-manage.com/track/click?u=b90b0aee052d71d2a9bf0b4cd&id=b5c5575567&e=322773c84c

Planning your Financial Legacy

https://adviceone.us5.list-manage.com/track/click?u=b90b0aee052d71d2a9bf0b4cd&id=1c691fbd6a&e=322773c84c

AdviceOne – We've got exciting news!

As most of you will already be aware, we have some changes happening here at AdviceOne.

Apart from the change of licensee from Sentry Advice Pty Ltd to Secure Advice Pty Ltd we also have a couple of retirements to announce as of 30th June 2022.

Firstly, Pim is retiring or as he would like to say having a change in direction.

From Pim:
After a great six years at AdviceOne and over 34 years in the advice industry, it is time for me to change direction and relax just a little. The most difficult aspect of parting ways is the loss of contact with my colleagues and my clients. All my clients mean so much to me both personally and professionally. Your financial wellbeing has always been the most important aspect of my working life and I will miss you enormously.
I am extremely reassured to be handing over my duties to advisers with the abilities and principles of Andrew and Dale. They are both keen to make the change as smooth as possible and you will come to know them well in the near future. Please rest assured you are in good hands. Stay well and happy and I will always be pleased to hear from you and how you are going.

Secondly Jocelyn is taking time to Smell the Roses.

From Joce:
Wow, what a ride! The last ten years working with Andrew (and Gennie, then Steph & Pim) have gone so quickly. It has been an absolute pleasure to have worked at AdviceOne and uphold Andrew’s values and provide above and beyond service. I am now going to quietly slide into retirement to “smell the roses”. But before I go, I just want to thank you all for being the most amazing clients anyone could wish for. You have made coming to work a joy and it has been my privilege to get to know you over the years. I proudly go into retirement knowing that I leave my role at AdviceOne in the capable hands of Steph, whom most of you have already met. Onwards and upwards for Andrew, Steph, Dale and AdviceOne.

The good news is we have a new Adviser coming onboard to work with you all alongside Andrew.

We welcome Dale Evenden!

Dale will be our qualified financial adviser at AdviceOne coming from a successful Adviser role in Victoria under Secure Advice and relocating to Queensland. Dale holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services. Dale has completed the FASEA Adviser exam, the Ethics and Professionalism bridging course and has Self-Managed Super Fund accreditation. He is currently completing his Master of Financial Planning. Dale is well versed in all aspects of financial planning, including superannuation, investments, pensions, self-managed super funds as well as insurance to name a few.
Dale loves working with people and feels his strong relationship skills assist him to help his clients achieve their personal goals more effectively. He is so looking forward to meeting you all.

Andrew and Dale have known each other for quite a few years and Andrew is excited to have you all meet Dale in the coming months.

From the new team at AdviceOne.