Our Advisers

Jason Bragger CFP® DipFP BSC BA Dip(FinMB)

Jason is a founding partner Dolfinwise. He is well known in the Financial Planning industry being a regular media contributor and has featured in publications such as the Australian Financial Review, Independent Financial Adviser Magazine and Professional Planner amongst others. Jason was the 2015 Superannuation topic expert for the Financial Planning Association (FPA) and is a member of the FPA’s Policy and Regulations committee.

Jason commenced his financial services career in the Actuarial department of a major Australian life insurance company and has studied Actuarial studies alongside his Applied Mathematics Degree. In 2007 Jason achieved his Certified Financial Planner™ designation (an internationally recognised standard and the Financial Planning Association’s highest professional designation).

Jason has advised a diverse range of successful clients in Australia and overseas for the last two decades but specialises in successful business owners, and pre and post retirement planning for professionals.

In his spare time Jason is a married father of two sports loving boys. He is also Junior President of Wynnum Manly District Cricket Club.

Howard Querido AFP DipFP

As one of the founding partners of Dolfinwise, Howard Querido brings a wealth of experience in helping clients to achieve financial security and prosperity. Howard works along all points in the wealth spectrum, from assisting Mum and Dad investors to plan for a prosperous future, to guiding high net worth families in preserving their legacy for future generations. He specialises in tailoring plans to suit varying stages of life, developing strategies to achieve future goals, even helping clients realise they can strive further than may had been first thought.

When working with clients, Howard wears two hats; that of financial advisor and life coach. He believes in taking clients on a journey and as such, encourages them to contemplate the future as long-term planning is the surest way to deliver the best results. Trust is an enormous element of the relationship and Howard has been honoured to service the financial planning needs of multiple generations of families, through to children and grandchildren. He is also trusted by clients who themselves come from the financial sector including bank managers, options traders, economists, mortgage brokers, property developers and insurance brokers. Another specialty is assisting doctors and other medical professionals to invest wisely in long-term strategies.

A high achiever since earning a full academic scholarship to university, Howard has maintained a steady trajectory of success. Since formally entering the financial services industry in 1993, he has achieved notable accolades including being named Westpac’s National Financial Adviser of the Year in 2003, and runner-up in 2004. He has held multiple management roles over his career and sat on a number of boards. Today, he is an active member of the Financial Planning Association and co-partners Dolfinwise.

Howard is instrumental in providing clients with advice on wealth creation, risk management, investment planning superannuation, pre-retirement and retirement planning and estate and aged care planning. An ex-army officer, he maintains his fitness through a range of outdoor and sporting activities and is the club secretary of the Albany Creek GPS Junior Rugby Club. He is happily married to Lauren and is kept on his toes by his three beautiful young children.

James Kenny CFP® B.Comm FP&I, C.Dec

Achievements
James was recently awarded Runner-Up in the 2017 PlanPlus Global Financial Planning Awards and was a National Finalist in the 2017 Independent Financial Adviser Excellence Awards.

James is the first Financial Planner in Australia to win three prestigious awards in the same year including:

• 2013 FPA Best Practice Award – National Winner, CERTIFIED FINANCIAL PLANNER® Professional category
• 2013 PlanPlus Global Financial Planning Award – Winner, Asia Region
• 2013 Money Management Financial Planner of the Year
James has also previously been awarded the QLD winner in 2011 and 2012 for the Financial Planning Association Best Practice Awards (Certified Financial Planner category) and was recognised as one of the Top 50 advisers in Australia in 2012 by Wealth Professional magazine.

James competed against hundreds of financial planners from across Australia in the AFR Smart Investor Masterclass exam for financial planning in 2010 and most recently in 2013 and was awarded a Top-50 honour roll position on each occasion. In 2010, James qualified in the Top 10 nationwide and featured prominently in the February 2011 edition of the Australian Financial Review’s Smart Investor magazine.

James was also a national finalist in the 2009 Financial Planning Association Value of Advice Awards (Pre-retirement Planning Category).

James is well regarded for his uncompromising “client first” approach and has been a key-note speaker for the Griffith University Professional Degree in Financial Planning, the Sunsuper Adviser Professional Development program and the Financial Planning Associations National Congress and Young Professionals events.

Industry Background
James has more than 20 years experience working in various roles within the Banking and Finance sector and has worked as a Professional Financial Planner since 2007.

James is a practitioner member of the Financial Planning Association (FPA) and the former Deputy Chair and Treasurer of the Brisbane Chapter of the FPA (2010 – 2012).

Qualifications
James holds a Bachelor of Commerce Degree in Financial Planning and Investments (Accounting major), and is a Certified Financial Planner™ (an internationally recognised standard and the Financial Planning Association’s highest professional designation). James has also completed specialist training to provide advice in relation to complex areas such as self-managed superannuation.

James provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection.

Awards and Achievements

  • 2017 PlanPlus Global Financial Planning Award – Runner Up
  • 2017 Independent Financial Adviser Excellence Awards – Holistic Adviser of the Year (National Finalist)
  • 2017 Independent Financial Adviser Excellence Awards – Goals Based Adviser of the Year (National Finalist)

• 2017 Independent Financial Adviser Excellence Awards  – Best Client Servicing Individual of the Year (National Finalist)
• 2013 Money Management Financial Planner of the Year
• 2013 PlanPlus Global Financial Planning Award – Winner, Asia Region
• 2013 Queensland and National FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award
• 2013 AFR Smart Investor Masterclass exam – Top 50 Honour Roll
• 2012 Money Management Financial Planner of the Year Finalist (Top 5)
• 2012 FPA Best Practice Awards – Qld CFP® Winner & National Highly Commended
• 2012 Wealth Professional Top 50 Adviser
• 2011 FPA Best Practice Awards – Brisbane CFP® Winner
• 2010 AFR Smart Investor Masterclass exam – National Top 10
• 2009 FPA Value of Advice Awards – National Finalist (Top 3)

Bronnie Abraham CFP BCom C.Dec Dip(FinMB)

Bronnie has been working at Dolfinwise for the last 10 years in various roles including Senior Paraplanner and Practice Manager, providing her with a broad understanding of clients needs. She has been a licenced Financial Planner since 2013 and has also been appointed as a Commissioner for Declarations (C.Dec) for the State of Queensland. Whilst completing her Bachelor degree at Griffith University she was awarded an FPA bursary for her outstanding achievements as a student.

Bronnie holds a Bachelor of Commerce Degree majoring in both Financial Planning and Accounting, and is a Certified Financial Planner™, which is internationally recognised as the highest qualification in Financial Planning. While completing her Certified Financial Planner™ designation, Bronnie was the winner of the 2017 Gwen Fletcher Memorial Award for being the highest performer in the program. Bronnie has also completed additional specialist training to provide advice in relation to complex areas such as self-managed superannuation funds.

Bronnie specialises in advising areas such as personal insurance, superannuation, wealth creation and estate planning. She is particularly passionate about helping young professionals protect their position and set themselves up well for a prosperous future.

Contact Us

p. +61 7 3832 5777
f. +61 7 3832 5778
e. admin@dolfinwise.com.au

The Right Start
Bronnie Abraham recently featured in the Financial Planning Magazine as the latest winner of the Gwen Fletcher Memorial Award for being the highest achiever in the CFP Certification Unit.
Continue reading...

Bronnie Abraham wins Gwen Fletcher Memorial Award
Dolfinwise financial planner Bronnie Abraham is the winner of the latest FPA Gwen Fletcher Memorial Award
Continue reading...

Planning on Investing? Have you considered a Super option?
Dolfinwise adviser Jason Bragger has been selected as the Superannuation Expert in the Financial Planning Association's "Financial Planning Week". Read Jason's Super & Investment Blog here.
Continue reading...

Dolfinwise announce merger
Dolfinwise is proud to announce the merge of Cameron Renshaw & Associates with Dolfinwise commencing 1st June 2013. Financial adviser Howard Querido will join the merged firm
Continue reading...

See More
Financial Planner Dolfinwise © 2018 | Legal Notes | Useful Sites | Web Design Brisbane by TwoCents Group Intelligent Advice