About Great Southern Financial Services

Who are we

Great Southern Financial Services has a history dating back to 1990. We are a small, dedicated team of financial professionals with offices located in Toowoomba and Warwick on the Darling Downs in Queensland. These days we have clients all over Australia, many of whom have links back to these centres.

We understand firsthand the challenges faced by Australian families and businesses and we bring a wealth of experience to the table when helping you with your financial planning.

We provide a range of financial planning services including advice on wealth creation, wealth protection (personal insurance), superannuation, retirement planning and estate planning.

What do we offer

• Quality advice– our philosophy is simple “what would I do if I were in your shoes?”
• Compliance– we adhere to strict operating standards and industry best practice
• Workplace culture– our average length of staff service is well over 10 years
• Accessibility– we always endeavour to respond to contact as soon as possible
• We don’t advertise – our only source of new clients is through referral
• Client retention– we strive for long term business relationships with our advice and service

Why deal with us

• You get to deal with highly qualified specialist advisers
• You get service
• You get educated
• You get things explained in an understandable way
• You get personalised advice, not a one size fits all pre-determined outcome
• You get solutions
• You get financial peace of mind, not just a financial plan

Our Advisor

Andrew Brennan

Andrew is the director of Wealth Health Pty Ltd (trading as Great Southern Financial Services) and has been a financial adviser for over 30 years. He is a Certified Financial Planner and has a Bachelor of business, a Diploma of Financial Planning.

On a personal level, he is married with seven children (riches that money can’t buy) and he and his wife are enjoying helping each of them find their path in life.

On a professional level, he has a particular interest in helping clients implement effective personal insurance strategies and in developing structured superannuation and retirement plans. He greatly values his many long-term client relationships and hopes to keep serving for many years to come.

Areas of specialisation:

• Personal and family protection (Life, TPD, Trauma & Income protection insurance)
• Business succession planning (key person and ownership protection insurance)
• Superannuation
• Retirement planning and pension maximisation (including Centrelink)