About Qubic Wealth Solutions

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Qubic Wealth Solutions can provide you with an outstanding financial planning advisory service focused on helping you achieve your financial goals. We are here to help you grow your wealth faster, manage it better and safeguard it more effectively, to build you a brighter future.

We have our own Australian Financial Services Licence (AFSL) , which unlike many other Financial Planning organisations which have constraints and conflicts of interest when recommending investment products. We are able to offer a much wider choice of investments,  and be much more flexible without the same conflicts of interest. We don’t accept any investment commission as we work for our clients and not any financial institution.

Our Core Values are:

  • To be open and honest;
  • To act with integrity in all dealings;
  • Provide quality advice through our high professional standards and technical excellence;
  • To respect and value our clients and staff.

 

JAMES FURNELL BSc Hons DipFP CFP

Senior Financial Planner

“I have worked in financial advice for more than 20 years. What I enjoy most about my role is the ability to make a real difference in the lives of my clients. And I do.Watching them achieve their financial goals and aspirations is incredibly rewarding.

My strong background in mathematics has given me the foundation to build a robust and effective financial solutions, manage wealth and income portfolios and aged care strategies.

My day-to-day role is as follows:

  • Conduct face to face interviews, and ongoing reviews;
  • Discuss strategies with clients based on their individual circumstance, needs and objectives;
  • Use independent Research to recommend high quality products;
  • Assess Client individual life insurance and income protection needs in the event of sickness or accident;
  • Keep up to date with my education, with changes in policy definitions, changing legislation and economic conditions.
  • Maintain a high professional standard and adhere to the rules set by the Government regulator ASIC.”

My qualifications include:

BSc Hons degree (Physics), Diploma of Financial Planning, Certified Financial Planner (CFP). Self Managed Super Fund (SMSF) Specialist Certificate, and Cert IV in mortgage broking. Before I established Qubic Wealth Solutions, I worked as a financial adviser in London, and have been a partner in a Chartered Accountancy firm in N Qld. I have a strong mathematical background that has given me the tools to build effective financial solutions, manage wealth & income portfolios, and aged care strategies

JAY BROWN BSc Hons DipFP

Paraplanning Manager

“ I have been in the Financial Planning Industry  since 2012.

My qualifications include BSc Hons degree (Psychology), Diploma of Financial Services,

My day-to-day role is as follows:

  • I work closely with James in our Tweed Heads office
  • Provide clients with general information and necessary forms for things such as:
    • Change in Personal and banking details.
    • Provide investment balances, premiums and updates.
    • Booking of appointments. 
    • Para-planning duties , which involves the preparation of financial advice documents and preparation and processing of application forms and investment of funds.
    • Act as Compliance officer to ensure our advice is line with government regulators guidelines
    • Keep up to date with my education, with changes in policy definitions, changing legislation and economic conditions.
    • Maintain a high professional standard and adhere to the rules set by the Government regulator ASIC.