Meet Our Team

We are a team of dedicated financial planners, committed to helping our clients achieve their financial goals. Our experienced professionals bring a wide range of skills and expertise to the table, ensuring that we provide comprehensive and customised financial planning solutions for each of our clients.

Financial Advisor & Director

Financial Advisor & Aged Care Specialist

Financial Advisor & Aged Care Specialist

Client Services Manager

Client Services Officer

Client Services Officer

Client Services Officer

Amy-Client-Services-Office-Sunshine-Coast

Amy Mountford

Client Services Officer

About Compass Financial Solutions

Compass Financial Solutions is a financial planning practice located on the beautiful Sunshine Coast, Queensland.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

Our Sub Authorised Representatives Adviser Profiles can be viewed here.

What Our Clients Say About Us

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We feel we are in good hands

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You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.

Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again

Tony & Sandra

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Everyone is polite and professional

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During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem

Damian
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Best advice for our needs

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Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs

Jason & Amanda

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Extremely beneficial and professional

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My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.

Unknown
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Explains financial matters in a way which I can understand

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My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.

Suzanne

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Extremely beneficial and professional

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We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.

The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.

Peter and Judy
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Our Contact Details

Business Hours

Monday - Thursday 8:30 AM - 5:30 PM
Friday 8:30 AM - 4:00 PM
Saturday Closed
Sunday Closed

Office Location

Office Address:
6 Otranto Ave, Caloundra QLD 4551

Mailing Address:
PO Box 231, Caloundra QLD 4551

Be confident about your finances and your future today.

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