Members

Financial Services/Banking

PLEASE NOTE: Members’ contact details are provided so that potential customers may send queries to prospective service providers. They must not be used to spam members en masse.

Australian Financial Advisers Bayside

AFAAustralian Financial Advisers specialise in business financial planning needs.

  • Lifestyle protection. Protect yourself and your family from the financial consequences of sickness and injury.
  • Succession planning. Assistance in establishing funding mechanism and agreements.
  • Key person insurance. Protection against a key employee whose loss would have a significant impact on your business.
  • Debt protection. Use insurance to eliminate your personal and business debts if you die or are totally disabled.
  • Business expenses. Help pay your fixed business expenses if you are totally or partially disabled.
  • Workplace and Private Financial Planning for owners, directors and staff through our education workshops.
  • Salary Packaging Service
  • Lending Requirements for personal and business needs.
  • Assistance with Self Managed Superannuation Funds.

Barclay MIS Protect & Collect

Barclay MIS have been collecting overdue accounts for business, self employed professionals and individuals for more than 30 years. Barclay MIS offer a range of unique services to help your business with its debt recovery needs.

Bank of Queensland

Bank of Qld 2013

If you don’t know your bank manager’s name or number, here’s mine

  • Ross O’Shea
  • Ph: 3131 2200
  • Fax: 3893 1704
  • web: www.boq.com.au

John Bellas Financial Services

John Bellas Financial Services_web

John Bellas Financial Services Pty Ltd provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

Dalziel-Don Financial Services

Dalziel-Don Financial ServicesSpecialising in personal insurance, superannuation and investment advice.

Dalziel-Don Financial Services is a family owned financial planning practice located in Tingalpa, just south of Brisbane. Originally established as Paul Dalziel-Don Financial Planning in 1986, the business was transformed to Dalziel-Don Financial Services in 2011, incorporating the children of founding director Paul Dalziel-Don.

Our professional objective is to provide straight-forward, tailored advice solutions to individuals, families and businesses. The team at Dalziel-Don Financial Services is committed to helping our clients achieve their lifestyle of choice.

  • Luke Dalziel-Don
  • 1569 Wynnum Rd Tingalpa Qld 4173
  • Ph: 3348 9400
  • web: www.ddfs.net.au

Home Loans

At Homeloans we look after all your financial needs, and best of all, we are a free service.

I specialize in the following areas:

  • bridging finance
  • using equity options for your next purchase
  • self employed
  • adverse credit history
  • new employment
  • casual employment

If your lender or broker can’t get your loan across the line, then call us at Homeloans, as we have all the answers.

  • Darren McKenzie
  • Ph: 0408 703 312

Investment Zone

Investment Zone, is an independent boutique corporate advisory business, based in Brisbane, Queensland, offering solutions to strategic business needs.The company was founded by Brad Macaulay with a group of experienced professionals to serve the needs of its clients.

At the Investment Zone we provide our clients with specialist capital raising, equity and debt funding strategies to assist with their pursuit of growth.
Our aim is to deliver a “win win” outcome while working closely with the members of your financial and legal teams, to provide customised and comprehensive solutions to meet your business goals.

MC Mortgage Solutions

MC Mortgage Solutions web

Plan4Tomorrow

We can help you with a mortgage for you first home or investment property with access to 26 lenders!
We can help you protect your family and your future!
And, we can help you prepare for the retirement you want!
Mortgages, Life Insurance, Super and Retirement Planning. All your financial services in one spot with the great service that only a small business can provide.

Suncorp Wynnum

Suncorp Bank is Australia’s leading regional bank and part of the Suncorp Group. As a truly regional bank with a strong suite of deposit and lending products, Suncorp prides itself on connecting with customers and communities.

Suncorp Bank was founded as the Queensland Agricultural Bank in 1902, and has been committed to helping grow regional communities and economies ever since.

Total Audit Services

Total Audit Services web

Wynnum Manly Loan Office

  • Yvonne Merriman
  • 3/65 Edith St Wynnum 4178
  • Ph: 3396 3300

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