WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
RG

Renee Gamble

Financial Adviser

BIS Cosgrove and Balanced Investment Strategies
Palm Beach, QLD 4221

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Renee Gamble is an ASIC-registered financial adviser dedicated to helping clients in Palm Beach and beyond achieve their financial goals. With a strong foundation built on qualifications including a Graduate Diploma of Financial Planning from Kaplan Professional, an Advanced Diploma of Financial Services (Financial Planning), and specialist SMSF accreditation from the SMSF Association, Renee provides comprehensive and tailored financial advice. Renee's expertise encompasses a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, and securities. As an SMSF Specialist, she is particularly well-equipped to guide clients through the complexities of self-managed super funds. Key services offered include: • Superannuation advice • Wealth management strategies • Insurance solutions • Investment advice • SMSF guidance Renee is committed to providing ethical and professional advice, staying current with industry best practices through ongoing professional development, including studies in behavioural finance and the legal context of financial planning. Ready to take control of your financial future? Contact Renee today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Superannuation advice SMSF specialist Wealth management Insurance solutions Investment advice Retirement planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000314365

Verify on ASIC Register

Authorised Representative Number

000244846

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Renee Gamble provide?

Renee Gamble specialises in superannuation advice, insurance, wealth management, investment life insurance, life risk insurance and securities. She also provides expert guidance on self-managed super funds (SMSFs).

What qualifications does Renee Gamble have?

Renee holds a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and is an SMSF Specialist. She also holds a Certificate IV in Business (Marketing).

How does Renee Gamble approach financial planning?

Renee takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances and goals. She develops tailored strategies to help clients achieve financial security and build wealth.

What can I expect during my first consultation with Renee?

During your initial consultation, Renee will discuss your financial situation, goals, and risk tolerance. This helps her understand your needs and develop a suitable financial plan. She will clearly explain the advice process and any associated fees.

Why is it important to seek advice from an ASIC-registered financial advisor like Renee Gamble?

Engaging an ASIC-registered financial advisor ensures you receive regulated and professional advice. Advisors are required to meet specific education and ethical standards, providing you with confidence and protection.

Get in Touch

Contact Renee 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.