B & L Financial Services - Company Profile

B & L Financial SolutionsB & L Financial Services is a company that specialises in providing high quality reliable advice in relation to Investment, Retirement Planning, Superannuation, Life Insurance and General Insurance.

History

B & L Financial Services was established in January 2002 to provide Financial Planning advice to clients across the Sunshine Coast and the Gympie area.
In 2004 the business was expanded to cover the Wide Bay and Brisbane areas with a permanent office established in Maryborough.

After numerous enquiries from our existing clients the business was again expanded to provide General Insurance advice and an association with an Accountant and a Mortgage Broker was put in place to enable clients access to these services.

At present there are ten staff consisting of two Financial Planners, four General Insurance Advisers and four Administration personnel.

Financial Advisers

Authorised Representatives of Charter Financial Planning

General Insurance Advisers

  • Vanessa Davis – Westcourt General Insurance Authorised Representative No 336207
  • Michelle Gardiner – Westcourt General Insurance Authorised Representative No 343448
  • Leigh Godden – Westcourt General Insurance Authorised Representative No: 431334
  • Kim Sams – Westcourt General Insurance Authorised Representative No: 466122

Authorised Representatives Westcourt General Insurance Brokers

Administration Staff