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Karl Brosnan

Karl Brosnan

Financial Adviser

Morgans Financial Limited - Bundaberg
Bundaberg, QLD 4670

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About

Karl Brosnan is an ASIC-registered financial adviser based in Bundaberg, Queensland, dedicated to providing comprehensive financial advice tailored to your individual needs. With a strong academic foundation including an Investment Administration Qualification from the Securities Institute UK, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and a Bachelor of Business (Economics & Marketing) from the University of Southern Queensland, Karl possesses a wealth of knowledge and experience to guide you towards financial success. As a member of the Institute of Chartered Accountants Australia (ICA) and the Stockbrokers and Investment Advisers Association (SIAA), Karl adheres to the highest professional standards and ethical conduct. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. Karl offers expert advice and guidance in: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or require insurance solutions to protect your assets, Karl can help you achieve your financial goals. Contact Karl today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Government Debt Securities Superannuation Advice Wealth Management Retirement Planning Insurance Solutions Investment Advice Securities and Derivatives

Client Types

Personal Investors SMSF Company Structures Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000263526

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Karl Brosnan offer?

Karl Brosnan specialises in superannuation advice, insurance solutions, wealth management strategies, investment advice, and retirement planning.

What qualifications does Karl Brosnan have?

Karl holds an Investment Administration Qualification from the Securities Institute UK, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and a Bachelor of Business (Economics & Marketing) from the University of Southern Queensland.

What can I expect during my first consultation with Karl?

During your initial consultation, Karl will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise overview of how he can help you achieve your objectives.

Is Karl Brosnan an independent financial advisor?

Karl Brosnan is an ASIC-registered financial advisor, bound by the Corporations Act to act in your best interest. He provides advice based on a range of financial products and can provide recommendations suitable for your individual circumstances.

How can Karl help me with my retirement planning?

Karl can help you develop a comprehensive retirement plan tailored to your specific needs and goals. He will assess your current financial situation, estimate your future expenses, and recommend strategies to maximize your retirement savings.

Get in Touch

Contact Karl directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.