Toby Winten
Financial Adviser
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About
Toby Winten is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Toby's extensive qualifications underpin his expertise, including a Master of Financial Planning from Kaplan Higher Education, SMSF Specialist Advisor accreditation from SPAA, and studies in Margin Lending and Geared Investments. He is a Fellow Chartered Financial Practitioner (FChFP) and a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA). Toby is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His comprehensive approach ensures that clients receive well-rounded advice tailored to their specific needs and circumstances. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Toby today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Toby Winten offer?
Toby Winten specialises in providing advice on superannuation, retirement planning, wealth management, and insurance solutions. He can also offer guidance on investment strategies tailored to your individual needs.
What qualifications does Toby Winten have?
Toby Winten holds a Master of Financial Planning from Kaplan Higher Education, is an SMSF Specialist Advisor accredited by SPAA, and has completed studies in Margin Lending and Geared Investments. He is also a Fellow Chartered Financial Practitioner (FChFP) and a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Toby Winten?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Toby will then develop a tailored financial plan based on your needs and preferences. Regular reviews and adjustments ensure the plan remains aligned with your evolving circumstances.
How can wealth management advice from Toby Winten benefit me?
Wealth management advice from Toby Winten can help you grow and protect your assets, plan for retirement, and achieve your financial goals. He will work with you to create a comprehensive financial plan that addresses your specific needs and circumstances.
What should I expect during my first meeting with Toby Winten?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Toby will explain his approach to financial planning and answer any questions you have about his services and qualifications. The goal is to establish a clear understanding of your needs and how he can help you achieve your objectives.
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