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Brisbane Independent Financial Advisory

Brisbane Independent Financial Advisory

5.0(4 reviews)See reviews ↓·Brisbane

About the company

Brisbane Independent Financial Advisory is a boutique independent financial planning and advisory firm based in Brisbane. The firm has over 15 years of experience and services clients across Australia and international clients with Australian assets. It provides commission-free advice and does not accept payments from insurance companies or other product providers. It charges a fixed advice fee based on the work done, not the amount of money managed, and does not have in-house products.

Bec Scarrabelotti is a principal adviser at the firm with close to two decades of experience in specialist roles within superannuation, financial planning, wealth, insurance, and education. She graduated with first class honours for both a Master of Management Studies degree (majoring in Applied Economics and Finance) and a Bachelor of Management Studies degree (majoring in Finance and Economics). She holds the internationally recognised CERTIFIED FINANCIAL PLANNER® certification and an Advanced Diploma in Financial Services (Financial Planning).

She is a member of the Golden Key International Honour Society and is actively involved with the Financial Advice Association of Australia as a member of the Inspire committee in Queensland. She worked in Japan and New Zealand, then began advising in Australia in 2011. The firm offers services including retirement planning, ongoing decision making support, investment advice, superannuation including self-managed super funds, estate planning, business succession planning, liaising with other professionals, and forecasting and modelling.

What customers say

Based on genuine customer reviews

Individuals and business owners seeking guidance on personal and company finances describe a consistently thorough and personable service at this Brisbane practice. Rebecca, known to clients as Bec, is named repeatedly for her depth of knowledge and her ability to break down complicated financial situations into clear, workable options. Customers note that queries and fresh suggestions receive prompt attention, and that the guidance is shaped around each client's circumstances rather than drawn from a template. A theme that surfaces often is the combined attention to private and commercial matters, with clients valuing that both sides of their affairs are addressed together.

Her circle of trusted contacts, including accounting professionals, is described as a practical extension of the service, assisting with related needs as they emerge. Several reviewers emphasise the care taken to address every angle and the assurance this provides when weighing up decisions for the future. The relationships built are portrayed as genuine and enduring, with technical skill and an approachable manner mentioned side by side. Clients who have collaborated with her on shared matters also point to her professionalism and the calibre of the choices put forward, covering personal and business finances in one place.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

EG
Elle Green26 May 2025

I have worked closely with Bec with a few mutual clients over the years and have always been so impressed with her expertise. Shes knowledgeable and friendly and creates real relationships with her clients. I can highly recommend her to anyone wanting a hands on financial advisor.

CW
Camilla Whitehead16 March 2025

Absolutely Fantastic advice! So knowledgeable and easy to communicate with. Has helped simplify complex situations. Helped with both my personal and business finances, a one stop! with industry connections 2nd to none. Outstanding service.

BR
Ben Reti4 March 2025

Bec’s services 2nd to none professional high level options provided giving you a complete overview of everything in detail, you want this piece of mind when your dealing with your business and personal finances! 5 star from start to finish highly recommend.

NM
Nicola Mary O'Brien2 March 2025

Rebecca of the Brisbane Independent Financial Advisory has shown me the most well thought out financial care and support that covers all bases when looking after my finances going forwards. I can rest assured any financial questions or ideas are followed up and answered by her comprehensive knowledge and experience in a timely manner. And Rebecca uses her trusted and selective resources and colleagues for ancillary life needs, eg accounting and Estate planning.

Financial advisers & planners in Brisbane compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Brisbane are compared.

RankProviderRatingReviewsOpen Sat.
1Brisbane Independent Financial Advisory (this page)★ 5,04No
2dozzi Financial Advice★ 5,022No
3Select Advice Financial Planning★ 5,070No
4Harvest Financial Advice★ 5,06No
5Antea Financial Services★ 5,030Yes
Contact
+61735218044www.brisbaneindependent.com.auThe Greenhouse, West Village, Office 5, Level 4/97 Boundary St, West End QLD 4101
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed