Virtual Financial Advice

Virtual Financial Advice is a financial planning practice operating in Brisbane under the legal entity Virtual Financial Group Pty Ltd. The business provides financial planning, superannuation and wealth protection services. Steve Baker is a Financial Adviser with CFP® and DFP qualifications. Tara Hansen is the Paraplanning & Compliance Manager with Dip F.S (FP) and C.Dec qualifications. Lauren Rozario is the Practice Manager with a Dip Bus qualification.

Joseph Bulley is the Client Relationship Manager & Implementation Specialist. Mary Rose Contad is the Senior Client Services Officer. Stephen Horne is the Client Services & Implementation Officer. Vienna Chu is the Administration & Implementation Officer with a BBUS (Marketing) and DIPComm. Jocelle Bongoy is a Paraplanner. Loren Acar is a Client Services Officer. The business was named Financial Planning Business of the Year 2024.

Brisbane clients of Virtual Financial Advice repeatedly highlight the professionalism and responsiveness of the team, with Adem Becirevic the most frequently named adviser. Several buyers describe years of ongoing dealings, praising his practical advice, honesty and clear explanations of complex financial matters. Joseph, Tara and Stephen Baker are also mentioned for their knowledge and support, particularly during transitions to new platforms. A recurring theme is the personalised approach, with reviewers noting that the team listens to individual goals and tailors strategies accordingly, rather than applying a generic plan.

Clients value the prompt communication before and after meetings, including modern and secure methods for sharing information. The process of financial planning, often seen as daunting, is described as straightforward and well managed. Reviewers also mention the confidence they gained in making decisions about future growth and retirement, and the friendly atmosphere at client events. The technical expertise combined with genuine care for each person's circumstances comes up often, as does the ease of reaching the team when questions arise.