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  • Independently owned
  • Over 20 years’ experience
  • David and Thomas are SMSF Specialists™
  • We coach and educate our clients
  • “Caring, honest, ethical, and professional team with our clients best interest at heart”
  • “Great advice is built on personal relationship, trust and honesty”
  • “It‘s so important to sit and listen to our clients – what they want, their needs, their lifestyle and their long term goals. From here we built a plan that they know will deliver what they are seeking”
  • “We enjoy being a mentor to our clients and are passionate in what we do”

Watkins Financial Services is a privately owned and operated business, providing financial planning advice and services with the highest degree of integrity.

Our principal, David Watkins, has been providing advice to clients since 1987. He is a Certified Financial Planner, a member of the Financial Planning Association (FPA), and a SMSF Specialist Advisor with the SMSF Professionals Association of Australia (SPAA). Our other Authorised Representative, Thomas Jacks, has been in the Financial Services industry for over 6 years. He has a Bachelor of Commerce with the University of QLD majoring in Accounting, Advanced Diploma in Financial Services (Financial Planning), and a SMSF Specialist Advisor with the SMSF Professionals Association of Australia (SPAA).

For all of us, our family’s financial security is paramount. Taking the time now to plan for the years ahead is one of the most rewarding things you can do for the ones you love.

Watkins Financial Services clients come from all walks of life – small business owners, retirees, high net worth clients and everyday families beginning the process of securing their financial future. As a boutique advisory firm, we can devote the time to get to know you personally, evaluate your options and offer comprehensive guidance that’s tailored exclusively for you. Our aim is to help you achieve your financial goals and objectives.

Being privately owned, we are free of ownership or control by the large banks and insurance companies who dominate the financial planning industry in Australia.

Our advice is provided on a fee for service arrangement – view more about Fixed Fee Services

Regular Correspondence and Ongoing Advice

It’s crucially important to review your financial strategies and investments on a regular basis, to ensure they remain on track to achieve your lifestyle goals and objectives. We will meet with you regularly and provide updates on your investments. Our ongoing service will include:

  • Market update and economic outlook
  • Current valuation and portfolio asset allocation
  • An assessment of your existing portfolio, and making changes (if necessary)

Make sure your check out our –
Frequently Asked Questions about Financial Planning and Superannuation