The journey of the Australia-wide group of WB Financial offices begins in 1988, with the adoption of the name, ‘Windsor Bartholomew’, and operating very successfully from its Brisbane offices. The year 1990 saw the company move to WB House, located at 32 Logan Rd, Woolloongabba; overlooking the famous Gabba cricket ground amongst a wonderful mix of retail, cafes, and antique showrooms. In 1996, “W
B Financial” was officially born as a boutique group; and in 2005, branding was refreshed to its current logo from the old lions-head door-knocker symbol from Durham Cathedral in the United Kingdom – legend has it that any person who wished to have “financial sanctuary” could achieve it by grabbing hold of the door-knocker. In 2006, our Presidio office was opened, and Presidio Financial Services was trading as a WB office, the following year. Aligned with the same philosophy, Presidio is derived from the Spanish word, meaning “fortress”, with the intent of protecting its holdings and the missions of its occupants. In adopting this name, we made the decision to be exactly that for our clients: we are a base – a fortress that can be relied upon. The WBF journey involves creating a map that allows clients to travel the road to financial independence and pro-actively address these three non-negotiables. Ultimately, following the map and embarking on the WBF journey places clients in the best possible position to achieve their lifestyle choices. At WB Financial, we don’t just offer you advice on how to achieve your financial and lifestyle goals; we take you on a journey which we refer to as the ‘Advice Process’. This process commences from the moment you meet with your advice team throughout the life of your relationship with WB Financial (WBF). Presidio Financial Services Pty Ltd ABN 67 118 833 168 trading as WB Financial Australia is a Corporate Authorised Representative (No. 000312532) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523
Head Office: PO Box 1856 Sunshine Plaza QLD 4558 Phone: 07 5406 5000
