Spectrum Financial

Our team of accountants, financial planners and mortgage brokers work together to deliver you tailored solutions to achieve the financial freedom and success you desire.

Our accounting team deliver strategic business, structuring and taxation advice to help you grow your business.

Our financial planning team strive to create and protect your wealth through careful planning and insurance strategies.

Our home loans and finance team work tirelessly with over 30 lenders to make it easy for you.

• We deliver this to you by living and breathing our values and service standards:
  Our values
• Excellence
• Deliver “wow” through service
• Fun
• Do what we love & love what we do with passion
• Family
• Build a positive team and family spirit
• Relationships
• Build open & honest relationships with communication
• Open minded
• Be creative and open to new ideas and change

Our service standards

• Lead by example
• Always reply to all communications within 24 hours
• We are always “on the stage” and act accordingly
• Demonstrate a positive “can do” attitude at all times
• Are creative and innovative in our approach to helping clients succeed
• Greet and farewell everyone by name with eye contact and a smile
• Clients will be completely delighted with what I do, and how I do it
• Always live and demonstrate the values of the business

WHY CHOOSE US

…because we actually return calls & emails
…because we provide value, not a ticking clock
…because we’re organised
…because we know our stuff
…and because we have the same goal as you – your success
…because we actually return calls & emails
…because we actually return calls & emails

A common complaint in the accounting industry is that accountants are hard to get hold of, or simply don’t return calls or emails. We believe that communication is key, and that’s why we will return your call or email.

THE ACCOUNTING TEAM

Aaron Jones

Partner, CA
Clinton Bosworth

Partner, CPA
Renee Brimelow

Business Manager, B.Bus (Mktg, Mmgt), Dip F.S (Financial Planning), C.Dec
Angela Bosworth

Senior Accountant, CPA
Robert Browne

Accountant
Amanda Dwyer

Junior Accountant / Administration Assistant
Tara Bidwell

Administration Assistant

THE FINANCIAL PLANNING TEAM

Adem Becirevic

Senior Financial Adviser,
Sub Authorised Representative No. 244661,
FCPA, B.Bus (Acc)
Alan Adrian

Director
Craig Slaughter

Financial Adviser,
Sub Authorised Representative No. 454691,
B HSc, BEd (GE), Dip FS (FP), AFA
Angela Adrian

Practice Manager Dip Bus
Sarsha Becirevic

Client Services Officer
Penny Hastilow

Client Services Officer
Currently on maternity leave
Tara Jeffcoat

Client Services Manager
Dip F.S (Financial Planning)

THE HOME LOANS & FINANCE TEAM

Ali Becirevic

Director / Finance Broker
Bryan Wiig

Director / Finance Broker
Sandra O’Connell

Loans Assistant
Tony Lindley

Finance Broker

Spectrum Financial in Southport, Gold Coast, QLD is in the category of Accountants offering services such as Tax Minimisation, Self Managed Super Funds (SMSF), GST / BAS Returns.

Additional services by Spectrum Financial are Retirement Planning, Wealth Management, Estate Planning, Accounting, Superannuation, Insurance, Investment Planning, Business & Company Tax Returns.

Phone Spectrum Financial to make an appointment or to ask any questions about our services.

Services

• Accounting and Taxation
• Financial Planning
• Home Loans and Finance
• Self Managed Super Funds

Reviews

“Great quality service, nice staff, everything you need is in one convenient location, we started off with getting our tax done here and have since got a better value home loan and a financial planner who genuinely cares about our situation and is saving us money on our insurances and has put together a free cash flow for us to track our money better. highly rated!!”