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Abbott Financial Solutions

Abbott Financial Solutions is a privately owned Australian financial advisory firm providing tailored financial planning advice, in business since 1972.

Overview

Display / Trading Name
Abbott Financial Solutions

Business Description

Abbott Financial Solutions is a privately owned and managed Australian financial advisory firm offering tailored financial planning advice.

  • Providing professional financial planning services since 1972
  • Team of qualified financial planners covering a range of financial planning areas
  • Operates as authorised representatives of Akumin Financial Planning Pty Limited

Best for: individuals or families wanting long-term, personalised financial planning relationships.

Service & Expertise

Compensation, Benefits and Rewards

Independent Financial Adviser

Abbott Financial Solutions is an Independent Financial Adviser practice in Capalaba, Queensland, providing professional financial planning advice since 1972.

  • Operates as an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited (ABN 89 051 208 327), holder of AFSL and Australian Credit Licence No. 232706.
  • Advice spans superannuation, personal insurance, debt management, retirement planning, estate planning, aged care funding, investment and banking solutions.
  • Director David Abbott has practised as an adviser since 2004 and holds a Bachelor of Business and a Bachelor of Arts (Psychology) from the University of Queensland, an Advanced Diploma in Financial Planning, SMSF accreditation and Accredited Aged Care Professional status.
  • Publishes a client education library of more than 140 articles covering superannuation contributions, salary sacrifice, redundancy and retirement planning, with office hours Monday to Friday, 9am to 5pm.

Best for: employees, retirees and families in southeast Queensland seeking personal financial planning advice on superannuation, insurance and retirement funding under a licensed advice framework.

Compensation, Benefits and Rewards

Superannuation Advisory and Compliance

Abbott Financial Solutions provides Superannuation Advisory and Compliance guidance from Capalaba, Queensland, helping clients structure contributions within legislated caps.

  • Advises on salary sacrifice into superannuation, including concessional contribution caps and Division 293 tax for earners above $250,000.
  • Director David Abbott holds SMSF accreditation and an Advanced Diploma in Financial Planning, supporting advice on self-managed superannuation funds.
  • Operates under Akumin Financial Planning Pty Limited, AFSL and Australian Credit Licence No. 232706.

Best for: individuals and business owners weighing salary sacrifice or SMSF strategies who want advice under a licensed framework.

Operational Coverage

  • Queensland (Hybrid) Local presence: Staff based locally Suite 9 Level 1/2 Rickey St, Capalaba QLD, 4157

Industry

Industry Experience

Financial and Insurance Services

Contacts & Channels

Related Vendors

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