Thursday, August 11, 2022
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2017 Advice Evolution Awards Practice of the year
About Us

Q Advice is a general financial planning practice. Mort Wagner is the principal and has been a trusted name in financial advice for 35 years. Troy Wilkinson joined Q Advice after 11 years with the Commonwealth Bank, has 17 years industry experience and has built a reputation for delivering quality, tailored financial advice.

Our Philosophy 

Q Advice prides itself on building lifetime relationships with our clients based on mutual respect born out of honesty and integrity, diligence and commitment in all interactions. 

Our Mission

At Q Advice we are passionate about helping people achieve. We’ll look at your situation whatever stage of life you are at and endeavour to share our professional knowledge and experience so you can put plans in place to set you on the path to achieving your financial and lifestyle goals. We help you manage and review your strategies as your life changes giving you peace of mind you are prepared for the challenges that the future holds.

Our Commitment

At Q Advice we value our clients and we are dedicated to delivering quality client focused financial advice.

Our Referral Policy

Q Advice receives many referrals from our clients so if you know someone who we can assist please be reassured we take your referral seriously.  

  • All referrals are treated respectfully on a no obligation basis.
  • Strict confidentially assured.  

We welcome the opportunity to help your family, friends or colleagues.

Mort Wagner, financial adviser, Bundaberg

Mort Wagner, financial adviser, Bundaberg

Advice Evolution

Q Advice is an Authorised Representative of Advice Evolution Pty Ltd.  Advice Evolution is an Australian Financial Services Licensee delivering contemporary advice to create financial empowerment and opportunities for clients. The advisers of Advice Evolution are also                      the owners, giving them the ability to meet the advice needs of their clients without constraint of a parent organisation. 

Through its national network, Advice Evolution provides its advisers with a comprehensive range of services and resources, including:

  • Comprehensive product research and specialist technical support
  • Ongoing training including access to the most up to date successful investment strategies
  • A strong peer network that encourages sharing of ideas, concepts and strategies
  • Continuing professional development and compliance checks to ensure high quality advice.

Advice Evolution Pty Ltd ABN 66 137 858 023, AFSL 342 880 To contact Advice Evolution Pty Ltd, call 02 9979 4653

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Mort Wagner, financial adviser, Bundaberg
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Q Advice is an Authorised Representative of Advice Evolution Pty Ltd ABN 66 137 858 023, AFSL 342 880