OUR STORY

'National Strength with Regional Service'

Regional Financial Planning is a leading local financial planning service provider, located in 3 offices - Rockhampton, Mackay and Brisbane.  Established in 2007, borne from a partnership between Greg Schmidt & Associates Pty Ltd and David Bow & Associates Pty Ltd and Regional Insurance Brokers (CQ) Pty Ltd.

 

In 2014 further growing its Regional footprint with the acquirement of the Rockhampton based planning firm Johnson Wigginton Kennard (JWK).

 

For the past 12 years we have been part of the Regional Insurance Brokers group which today has over 90 staff and office locations stretching from Cannonvale to Brisbane Combined with Regional's offices located throughout central Queensland, Regional Financial Planning is well placed to provide qualified and timely service and expertise to our large and diverse clientele both within and outside of the central and northern regions.

As Authorised Representatives of Apogee Financial Planning Limited, we can truly combine ‘National Strength with Regional Service’ ensuring peace of mind and security for our clients.
 

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RFPCQ Pty Ltd ABN 67 122 988 916, RFPNQ Pty Ltd 69 101 628 755 RFPLW Pty Ltd 61 123 530 245 trading as Regional Financial Planning, Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Services Licence Number 230692 (“GWM Adviser Services”) of Level 1, 105-153 Miller Street, North Sydney NSW 2060.