Postal Address
GPO Box 1370
Brisbane QLD 4001

Phone: 07 3257 1055

Financial Planning | Investment Advice | Taxation ServicesABN 83 057 778 702  |   AFSL 222029

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Financial Planning

Horsey Jameson Bird Pty Ltd (ABN 83 057 778 702) is a Queensland-based financial services company that holds an Australian Financial Services Licence (AFSL 222029) under the Corporations Law. We consistently observe and adhere to the highest levels of professional, ethical, and service-focused standards, a commitment upheld since the inception of our practice.

Our Australian Financial Services Licence empowers our Authorised Representatives to provide advice on all forms of investment, ensuring the formulation of appropriate financial plans tailored to meet client needs.

Our expertise spans from assisting businesses with their future planning to aiding individuals in maximising personal wealth creation. All services are delivered in a professional yet straightforward manner.

Financial plans and risk profiles are meticulously tailored to each client's individual needs. Investments are recommended only after a thorough assessment of their suitability to meet specific investment objectives and individual financial situations.

Our Financial Services Guide can be accessed here.

Investment Advice

Introduced on 01 November 2018, Horsey Jameson Bird established the HJB Managed Account, a foundational component for our firm. This initiative was driven by our enduring investment philosophy and decades-long experience in managing assets, serving as the primary motivation for creating an “in-house” investment account for our clients.

In crafting the HJB Managed Account, the ability to control client costs, manage risk, and the flexibility to select specific investments tailored to our clients’ needs are key elements aligning with the account's purpose. Leveraging decades of investing conviction and experience, coupled with robust risk management and well-established asset-manager relationships, HJB is uniquely positioned to enhance the management of client outcomes.

The HJB Managed Account has evolved into a powerful tool for managing client wealth. It represents a curated selection of investments with a singular focus on our clients' interests. To adapt to ongoing market changes, the administration of our Managed Account involves regular Investment Committee meetings. These meetings, inclusive of both internal and external advisers along with industry experts, scrutinise market conditions and continually assess the validity of investments within the fund.

Accessible and exclusive to clients of Horsey Jameson Bird, the HJB Managed Account is designed to meet our clients' diverse financial needs.

Tax & Accounting

As a Registered Tax Agent, Horsey Jameson Bird Taxation Services Pty Ltd (A.B.N. 35 087 113 371) has a longstanding history of offering tailored solutions to clients for their accounting and taxation needs.

The company's qualifications and skills have been honed over many decades and is an integral part in the overall scope of providing additional and specific advice and the necessary assistance in this specialised area.

While most of our work revolves around ensuring businesses and individual clients meet their tax and compliance obligations, we also offer expertise in areas such as Self-Managed Superannuation, complex Tax Issues, Business Structuring, and Small Business Management.

We take pride in offering personal attention to each client, regardless of their size. We adhere to a strict practice of assisting and advising clients on their relationship with us. Clients find comfort in knowing their compliance obligations will be monitored, followed up, and deadlines met.

We are a current and qualified member of the Tax Practioners Board (TPB) which enables lodgement of Tax Returns directly with the ATO on our client’s behalf.

A Culture of Excellence

Our vision is to become the most respected, trusted, and outcome-driven privately owned Australian Financial Advisory and Taxation Services Practice.

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A Proven Track Record

What sets HJB apart is our unique approach – we have never advertised, and our entire focus is on the client. New clients are exclusively accepted through direct referrals from our existing clients, emphasising our unwavering dedication to providing specialised, superior service and support.

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