Investment Services in Toowoomba City, QLD
Find accurate info on the best businesses belonging to the Investment Services category in Toowoomba City. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 4 out of 4
Showing results: 1 - 4 out of 4
Results from the 'Investment Services' category in Toowoomba City
Closed now
124 Margaret St, Toowoomba City, 4350
07 4613 0514
Graham Financial is an independently owned boutique financial planning practice based in Toowoomba since 1985. We are dedicated to providing truly personalised service of the highest quality. This dedication means that our clients are not just from the local area, but throughout Australia and around the world. Unlike the majority of financial planning practices, we are not owned by a financial institution. Rather, Graham Financial holds its own Australian Financial Services License (AFSL) #327520. Our decision to operate in this manner was simple, our clients’ interests. Having our own AFSL means that Graham Financial is not limited to recommending investments or services determined by a third party. It also means that no financial institution can pressure or influence us to recommend their products or services. 
Closed now
300 Ruthven Street, Toowoomba City, 4350
0746595222
Having lived in Toowoomba for the past 19 years, Rob is passionate about providing quality financial advice to everyday hard working people in the Darling Downs, Lockyer Valley, Western Downs and Surat Basin. When not busy at work Rob is an avid car and motorcycle enthusiast who enjoys tinkering in the shed on old cars and bikes as well as many road trips around our great region on the weekends and holidays. While being based in Toowoomba, he regularly travels to regional towns such as Dalby, Chinchilla, Warwick, Allora, Crows Nest, Esk, Gatton, Oakey, Moree, Goondiwindi and Kingaroy to name a few. If you want to catch up next time he is town give the office a call and we will schedule a meeting. Rob has been working in financial services since 2006, working in general insurance for Suncorp after completing his degree at the University of Southern Queensland and has the following qualifications in addition to his 6+ years of financial planning experience: • Bachelor of Business – University of Southern Queensland • Diploma of Financial Services (Financial Planning) – Kaplan • Certificate IV in Finance and Mortgage Broking – Kaplan • (2019) Currently completing Advanced Diploma Financial Planning Rob prides himself on putting clients first at all times, from the advice being given to responding to client enquiries and not delegating client contact to support staff. 
