Accrue Financial Services

Glynis Shea, a highly experienced financial advisor, has been serving the financial services industry for over 20 years. Throughout her career, she has earned numerous industry awards and recognitions for her excellent approach in helping clients accomplish their financial goals. Glynis is an authorised representative of Teepookana Gold Pty Ltd, trading as Accrue Financial Services, and a sub-authorised representative with Corporate Authorised Representative No. 001256047. Authorised Representative No. 385543.

As a seasoned financial professional, Glynis is qualified to provide expert advice on various services, encompassing investment planning, wealth accumulation, risk management, superannuation advice (including self-managed superannuation funds), retirement planning, estate planning, Centrelink advice, aged care strategies, and tax-efficient strategies. Glynis listens attentively and works diligently to grasp what money signifies to you and what you aspire to achieve, striving to simplify your financial life and optimise your overall wealth. Her clients appreciate her dedication to advocating for their rights and interests.

Glynis holds an Advanced Diploma of Financial Services (Financial Planning) and complies with ASIC's Regulatory Guide RG 146's competency requirements. She is a proud member of the Association of Financial Advisors and honours their professional code of conduct and ethics.

Our Services

At Accrue Financial Services, we are committed to offering customised and comprehensive financial advice to assist you in achieving your financial aspirations. Our extensive range of services spans the following areas:

• Investment Planning: We can help you create a diverse and profitable investment portfolio tailored to your risk tolerance and financial objectives.

• Wealth Accumulation Advice: Our experts advise strategies that optimise your wealth accumulation, ensuring you achieve your long-term financial goals and aspirations.

• Risk Planning Management: We help our clients mitigate unnecessary risks and secure their financial stability and growth in the face of the unexpected.

• Superannuation and Self-Managed Super Funds: Glynis provides valuable advice on superannuation accounts, including self-managed superannuation funds, ensuring your investments yield ample returns for your retirement.

• Retirement Planning Advice: Our experienced professionals will guide you through the process of planning for and enjoying a comfortable retirement.

• Estate Planning: Accrue Financial Services offers guidance on estate planning, asset protection, and wealth transfer, delivering peace of mind and financial security for our clients and their beneficiaries.

• Centrelink Advice: We help you understand and maximise your entitlements to government benefits, ensuring you receive the support you deserve.

• Aged Care Strategies: Glynis provides expert advice on aged care strategies, including accommodation and care options, as well as financial implications and legal considerations.

• Tax Efficient Strategies: Our experts can help you minimise and manage tax liabilities, ensuring you get to keep more of your hard-earned money.

At Accrue Financial Services, we are passionate about dispelling financial confusion and empowering every Australian to manage their finances with confidence. By offering tailored and expert advice, we help you optimise your wealth and navigate the complexities of the financial landscape. Whether you are planning for retirement, building wealth, or seeking support with estate planning matters, our team of experienced professionals is here for you, offering unparalleled advice and commitment.