Financial Planning

A recent alliance with Burrell Stockbroking & Superannuation now provides BB Whitehouse the opportunity to add financial planning, stockbroking and superannuation services to our existing portfolio of specialised accountancy, financial management & outsourcing services. Both BB Whitehouse Accountants & Burrell Stockbroking & Superannuation are committed to making life easier for everyone in South-East Queensland (All rural areas, as well as metropolitan areas, such as Brisbane, Toowoomba, and Gold Coast).

Stockbroking & Investment Advice

• Full Service Stockbroking (Member Firm of the ASX)
• Share Trading
• Option Trading
• Fixed Interest Products
• Money Market Services
• International Shares
• Margin Lending
• In-house research

Wealth Management

• Comprehensive Financial Planning
• Salary Packaging
• Managed Funds
• Risk Insurance
• Investment Strategies
• Portfolio Administration

Superannuation & Retirement

• Self Managed Super Strategies
• Retirement Planning
• Transition to Retirement Strategies
• Superannuation and Gearing
• SMSF administration
• Redundancy and ETP planning

General Financial Services

• Estate Planning
• Cash Flow Management and Savings
• Debt Management
• Financial Engineering
• General Tax Planning
• CentreLink advice