Blaine Miller
Financial Advisor at P3 Financial Planning- Claim this Profile
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Bio
Credentials
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ACS Accredited Aged Care Professional
Aged Care Steps Pty Ltd
Experience
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P3 Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2018 - Present
P3 Financial Planning is an Established, Progressive Financial Planning Firm. We help people Have Fun, Learn, and Make Money. We offer an advanced approach to investment that draws on expert research, and cost-effective platforms that have been under utilised in the Financial Planning Arena. Our aim is to be the Pre-Eminent Financial Planning Consultants for Families and Business Owners, with a Speciality in Self-Managed Superannuation Funds. Specialising in Self Managed Superannuation Strategies and Advice, our focus are on Families and Business Owners, and assisting them proactively to build wealth by thinking outside the box, and taking the necessary service steps at all times.We have essentially built our business via referral and word of mouth advertising, the simplest and most-cost effective way to build a business.
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Review Associate
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Aug 2017 - Sep 2018
In addition to Paraplanning duties, this role had me working closely with clients in their review process. This includes:- Working with the adviser on strategy and recommendations- Preparation of Advice documents- Meeting with clients to review their situation- Implementing changes that come from the review process
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Education
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2009 - 2012
QUT
Bachelor of Business (Finance), Extended Major in Funds Management -
2017 - 2018
Mentor Education
Diploma, Financial planning -
2004 - 2008
St Joseph's Nudgee College
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2020 -
Mentor Education
Advanced Diploma, Financial Planning
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