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Justin Pascoe

Financial Adviser

KPS Wealth
Townsville City, QLD 4810

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About

Justin Pascoe is an ASIC-registered financial adviser based in Townsville City, Queensland, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Justin holds a Bachelor of Commerce from James Cook University (1997) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (1999). Demonstrating his ongoing commitment to ethical practice, Justin completed Ethics and Professionalism in Financial Advice training with Kaplan in 2020. Authorised to provide advice on a wide range of financial products, Justin specialises in superannuation, insurance, wealth management and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. His expertise enables him to offer well-rounded financial strategies suited to each client's unique circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or looking for the right insurance coverage, Justin can provide expert guidance. Contact Justin today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance advice Investment advice Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000528241

Verify on ASIC Register

Authorised Representative Number

000258517

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Justin Pascoe offer?

Justin specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Justin Pascoe have?

Justin holds a Bachelor of Commerce from James Cook University (1997) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (1999). He also completed Ethics and Professionalism in Financial Advice training with Kaplan in 2020.

What is the process for becoming a client of Justin Pascoe?

The first step is to arrange an initial consultation. During this meeting, we'll discuss your financial goals, current situation, and any concerns you may have. This allows Justin to develop a tailored financial strategy to help you achieve your objectives.

How can wealth management advice from Justin help me?

Justin's wealth management strategies are designed to help you grow and protect your assets. He will assess your risk tolerance, investment timeline, and financial goals to create a personalised investment plan.

What should I expect during a retirement planning consultation with Justin?

During a retirement planning consultation, Justin will assess your current financial situation, project your future income needs, and develop a strategy to help you achieve a comfortable retirement. This may include advice on superannuation, investments, and other retirement savings options.

Get in Touch

Contact Justin 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.