Qualified Financial Advisers
The implications of salary packaging a motor vehicle through a novated leasing arrangement, including tax savings will depend on your individual circumstances. The information in this publication has been prepared by Alliance Leasing Pty Ltd for general information purposes only, without taking into consideration any individual circumstances. Before acting on any information or entering into a novated leasing arrangement, you should consider your objectives, financial situation and needs, and, take the appropriate legal, financial or other professional advice based upon your own particular circumstances. The Queensland Government strongly recommends that you obtain independent financial advice prior to entering into, or changing the terms of, a salary packaging arrangement.
The following are a list of some qualified financial advisors in Queensland:
Alliance Leasing has no affiliation with any of the advisors listed below.
| JAMES MALHI AFP® Suite 2, Level 18, 307 Queen Street Brisbane City, QLD 4000 | LACHLAN KENDALL AFP® Tupicoffs – The Independent Financial Planners level 11/410 Ann St Brisbane City, QLD 4000 |
| COREY EVANS AFP® Personal Risk Professionals Pty Ltd 307 Queen Street Brisbane City, QLD 4000 | PHILIP TOOP AFP® Shaw and Partners Limited level 28/111 Eagle St Brisbane City, QLD 4000 |
| JEAN WATT CFP® Level 22 127 Creek Street Brisbane City, QLD 4000 | JANET HERON AFP® Aware Financial Services Australia Limited 133 Mary Street Brisbane City, QLD 4000 |
| RAYMOND WALTER CFP® Morgans Financial Limited level 20/10 Eagle Street Brisbane City, QLD 4000 | IAN AULD CFP® FinGuard Financial Planning Pty Ltd level 22/127 Creek St Brisbane City, QLD 4000 |
| JAMES HAND CFP® Fitzpatricks Private Wealth Pty Ltd 215 Adelaide St Brisbane City, QLD 4000 | GEORGE MARSHALL AFP® Perpetual Trustee Company Limited 15/345 Queen St Brisbane City, QLD 4000 |
| KATRINA ROBBINS CFP® Wealth Architects Level 7 545 Queen Street Brisbane City, QLD 4000 | MARC GRATWICK CFP® PSK Private Wealth Level 7, 295 Ann Street Brisbane City, QLD 4000 |
| SHARYN BESCH CFP® Goodman Private Wealth Advisers Level 16 300 Queen Street Brisbane City, QLD 4000 | MICHAEL BORJESSON CFP® Morgans Financial Limited level 20/10 Eagle St Brisbane City, QLD 4000 |
BRADLEY CHURCH CFP® Goodman Private Wealth Advisers Level 16 300 Queen Street Brisbane City, QLD 4000 | MANJINDER AUJLA CFP® Bridges Financial Services Pty Limited Level 11 200 Mary Street Brisbane City, QLD 4000 |
| RAYMOND KO AFP® Australian Retirement Trust Brisbane Square Brisbane City, QLD 4000 | STUART WARREN CFP® Morgans Financial Limited Level 18 144 Edward Street Brisbane City, QLD 4000 |
| ANNE CLARE CFP® Ardour Financial Advice level 5/40 Creek Street Brisbane City, QLD 4000 | CHRISTOPHER SMITH CFP® VISIS Private Wealth 111 Eagle St Brisbane City, QLD 4000 |
| ELENI MICHAEL CFP® Candour Wealth Advice 40 Creek Street Brisbane City, QLD 4000 | DAVID WILCOCK AFP® DKW Private Wealth Management Level 24, 240 Queen Street Brisbane City, QLD 4000 |
| AMBER SIMPSON CFP® Eureka Financial Group Pty Ltd Suite 3, Level 3 100 Creek Street Brisbane City, QLD 4000 | MICHELLE POULSEN CFP® Stonehouse Financial Partners Level 20/110 Mary Street Brisbane City, QLD 4000 |
DISCLAIMER: The implications of salary packaging a motor vehicle through a novated leasing arrangement, including tax savings will depend on your individual circumstances. The information in this publication has been prepared by Alliance Leasing Pty Ltd for general information purposes only, without taking into consideration any individual circumstances. Alliance Leasing Pty Ltd and the Queensland Government recommend that before acting on any information or entering into a novated leasing arrangement, you should consider your objectives, financial situation and needs, and, take the appropriate legal, financial or other professional advice based upon your own particular circumstances. You should also read the Standard Novation Agreement, Salary Packaging Participation Agreement and the relevant Queensland Government Salary Packaging and Novated Leasing Information Booklets and Fact Forms available via the Queensland Government Arrangements Directory. The Queensland Government strongly recommends that you obtain independent financial advice prior to entering into, or changing the terms of, a salary packaging arrangement.
