About P3 Financial Planning
P3 Financial Planning are a dedicated team of professionals providing financial planning advice within the Indooroopilly area and beyond for over 20 years.
The team are led by our engaging senior advisers Jim Penner and Jon Morrow, who saw the vision to provide quality advice to their clients and families to ensure that each enjoy their own version of prosperity. The team are all highly experienced in financial services, providing our clients with an exceptional level of administration services.
Our advisers are all qualified professionals and members of industry bodies such as the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA).
We pride ourselves on providing an exceptional level of service to ensure that each touch point with our team is a positive one.
- Wealth Creation
- Retirement Planning
- Investment Portfolio Services
- Personal Insurances
- Social Security and Aged Care