Warren is a Senior Financial Adviser and Director of WRS. He provides leadership to our team of Financial Planners, and is involved in framing and delivering high level financial advice to new clients. He specialises in SMSF advice, and administration, with decades of experience and expertise to draw from. Warren also works extensively with existing clients as a part of our Ongoing Service Program.
Warren has 35 years experience in assisting clients with achieving their financial goals, including wealth creation and management strategies such as financial coaching, investment advice, superannuation accumulation and retirement income stream strategies. His experience in Superannuation strategy and the relevant technical issues is renowned, and sought after by clients and professionals in related fields’ right across Queensland.
Warren is a Certified Financial Planner™ practitioner and holds a Diploma in Financial Planning and a Diploma in Superannuation Management and has completed his Certificate 4 in Assessment and Workplace Training and is a member of the Financial Planning Association. Warren is also a Justice of the Peace (Qualified).
Warren is a Sub – Authorised Representative 242153 of Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 Corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd AFSL 492410