Bronwyn Holzheimer
Financial Adviser
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About
Bronwyn Holzheimer is an ASIC-registered financial adviser based in Pialba, Queensland, dedicated to providing comprehensive and tailored financial solutions. With a strong foundation in business and accounting, Bronwyn holds a Bachelor of Business (Professional Accounting) from The University of Southern Queensland, complemented by qualifications in Business Law and Taxation Law & Practice. She is a Certified Practising Accountant (CPA) and a Certified Financial Planner with the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest professional and ethical standards. Bronwyn is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, and securities. She leverages her extensive knowledge and experience to assist clients in achieving their financial goals through personalised strategies and ongoing support. Key services offered include: • Superannuation advice, including Self Managed Superannuation Funds (SMSFs) • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow and preserve your wealth • Investment advice tailored to your individual risk profile and goals • Retirement planning to ensure a comfortable and secure future Ready to take control of your financial future? Contact Bronwyn today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Bronwyn Holzheimer offer?
Bronwyn specialises in superannuation advice (including SMSFs), insurance, wealth management, investment life insurance, life risk insurance, and securities. She provides tailored strategies to help you achieve your financial goals.
What are Bronwyn Holzheimer's qualifications and professional memberships?
Bronwyn holds a Bachelor of Business (Professional Accounting), is a Certified Practising Accountant (CPA), and a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). She also holds additional qualifications in Business Law, Taxation Law & Practice, and SMSFs.
How does Bronwyn Holzheimer approach financial planning?
Bronwyn takes a personalised approach, working closely with clients to understand their unique circumstances, goals, and risk tolerance. She develops tailored strategies and provides ongoing support to help clients achieve their financial aspirations.
What can I expect during my first meeting with Bronwyn Holzheimer?
During your initial consultation, Bronwyn will discuss your financial situation, goals, and concerns. She will explain her services and how she can help you achieve your objectives. This meeting is an opportunity to determine if her services are the right fit for your needs.
How can Bronwyn help me with my superannuation?
Bronwyn can provide advice on all aspects of superannuation, including choosing the right fund, contributing strategies, and retirement planning. She also specialises in Self Managed Superannuation Funds (SMSFs).
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