Financial Advice

 

Edan Wilson is a financial planner with substantial hands-on experience in helping clients to create secure financial futures. She has strong local knowledge after living and working within the Brisbane, Ipswich and Toowoomba areas since 1995. Edan specialises in developing strategic financial plans for clients who are:

  • About to retire
  • Facing redundancy
  • In retirement
  • Accumulating wealth
  • Selling their farm or business
  • Investing a lump sum

Edan’s financial advisory expertise includes retirement incomes, investments, superannuation, taxation, Centrelink eligibility, risk insurance, home loans and investment gearing.
Edan’s clients value her as a well-credentialed, trusted adviser who has a lifetime commitment to her clients’ financial well-being.
Edan services the Brisbane, Gold Coast, Ipswich, Redbank, Springfield, Rosewood, Lockyer Valley and Fassifern Districts.

Brisbane / Ipswich / Gold Coast & surrounds

PO Box 975 Ipswich QLD 4305

M 0488 448 040
T 1300 442 010
F 1300 442 012
E ewilson@australianunity.com.au
W www.australianunitypfs.com.au

 

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