There are many financial advisors and planners in Queensland.
What makes Arrow Focus on Wealth so different?
Steve and Janet Culpitt, the founders and Directors of Arrow Focus On Wealth, are REAL people not someone dressed in a stuffy suit behind a desk.
Trent McDaid joined them whilst completing his Degree in 2018 after 4 years of full-time study , since graduating with distinction and passion for the positive financial future of others he can offer and has since become a licensed Advisor, or Sub Authorised Representative of Arrow.
What that means is the financially sound advice offered, is based on a lifetime of real world experience combined with internationally recognised and current legislation expertise.
As a husband and wife team, Steve and Janet are a personable, popular couple who have experience raising children and grandchildren.
Trent brings with him a fresh outlook and another generation of particular skills.
They understand the unique financial needs that people, like you ,face at every stage of life, and have the professional qualifications and experience to advise you on it.
Arrow was formally started in 1999 by Steve and Janet Culpitt.
Steve himself has over four decades of financial planning and service experience, and is a RG146 compliant and ASIC accredited Financial Adviser and Risk Insurance Specialist. Trent also has his Degree in Financial Planning.
Janet is well known in the networking circles of Brisbane and Gold Coast and her role in the business has always been the "rain maker:" She too has an extensive history of experience within the financial services industry
Both are an Authorised Representative of GPS Wealth Ltd (AFSL Licence 254544 and Australian Credit Licence No.254544) and a Sub Authorised Representative 270473 & 1270092 of Arrow who is the Corporate Authorised Representative of GPS Wealth Ltd.
ARROW FOCUS ON WEALTH