Meet our Planners
- Martin Healey
- Glenda Sweeney
- Meredith Ward
- Dion Richardson
- James Noonan
- Anna Clive
- Louisa Chamberlain (Risk Insurance Adviser)
- Contact head office
Product Information
News, Features and Events
- Planning process
- Pricing policy
- Latest news
- Personal tax return checklist (PDF)
- Tax Office documents
- Planning seminars
- 2010 Regional Branch Visit Schedule (PDF)
- A practical guide to wealth creation (PDF)
Calculators
Meet our planners
At QTCU Financial Planning (QTCUFP), you’ll discover people who will look out for you. They’ll help you define your lifestyle and financial aims, understand your preferences and priorities, and then be there to help ensure that you’re on track to achieve them. They provide Lifelong Financial Solutions.
Financial Planning Services:
QTCUFP can provide advice in all areas of financial planning.
- Superannuation
- Retirement Planning
- Wealth Creation
- Savings Plans and Education Funding
- Centrelink Entitlements
- Insurance
QTCU Financial Planning Pty Ltd. is a strategic partnership between QTCU and the Snowball Group Limited. All QTCUFP financial planners are authorised representatives under the Outlook Financial Solutions AFSL (Australian Financial Services licence).
Snowball Group Limited:
- Snowball is listed on the ASX. Management, founders and staff, in aggregate, are significant shareholders
- Specialists in Financial planning advice and related services
- An in depth knowledge and understanding of member based organisations and their requirements
- The Group has national operating capability
- Marketing, compliance and back office systems are designed to deliver advice for clients with varying requirements
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.