Farrell Platt, Head of Client Experience at MiQ Private Wealth

Farrell Platt

Head of Client Experience at MiQ Private Wealth | Brisbane City, Queensland, Australia

Profile last verified July 2026
Financial Services Verified Profile Brisbane City, Queensland, Australia Australian Institute of Business
Verified

Work Email

***@miqprivate.com.au

Last verified August 2026

Personal Email

***@hotmail.com

Personal • High Confidence

Phone Number

040*****

Australia • Mobile

Free account · No credit card · 5 profiles/month

Farrell Platt Socials
Farrell Platt Work Experience

Head of Client Experience at MiQ Private Wealth in August 2023 - Present

Consultant at FPCCConsulting in January 2022 - July 2023

National Exam Manager at FASEA in November 2020 - December 2021

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Head of Private Wealth at Clime Investment Management Limited in February 2020 - August 2020

Responsible Manager (AFSL) at Local Government Super in February 2016 - April 2019

Head of Financial Planning at Local Government Super in December 2015 - April 2019

National Manager Client Services at First State Super in September 2014 - March 2015

Advice Manager at Perpetual Limited in May 2013 - March 2014

Sales Performance Coach at Perpetual Limited in February 2010 - May 2013

Fund Optimisation Manager at ING Asia Pacific in June 2008 - October 2009

Business Development Manager at ING Australia in April 2004 - June 2008

Farrell Platt Education

Australian Institute of Business, August 2026

APMG - International, Certified Change Management Practitioner, August 2026

Institute of Executive Coaching and Leadership, Diploma, August 2026

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Kaplan Australia, Diploma Financial Services (Financial Planning), August 2026

Servite College

Farrell Platt Skills
Sales Processes Client Relations Financial Services Strategy Financial Planning Wealth Management Business Development Investments Asset Management Portfolio Management Risk Management Investment Management Sales CRM Insurance Wealth Account Management Banking Change Management Product Management Mutual Funds Sales Management Strategic Financial Planning Customer Relationship Management (CRM) Business Process Improvement Retirement Planning Financial Advisory Business Strategy Business Planning Quality Assurance Strategic Planning Business Quality Auditing Sales Operations Management Leadership Negotiation Coaching Training Business Relationship Management Stakeholder Management Team Leadership Team Building Executive Coaching Superannuation Vetting Relationship Management New Business Development RG 146 Financial Advice
About Farrell Platt’s Current Company
MiQ Private Wealth

Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to providing the most appropriate financial advice. A wholly Australian-owned, unlisted public company, we were the first office of Magnitude Authorised Representatives in Australia, and now operate with offices at Upper Mt Gravatt, Broadbeach, Buderim, Wynnum and Toowoomba in Queensland, Geraldton in Western Australia, Canberra in the ACT and Tumut in New South Wales. Our Upper Mt Gravatt office is also home to our Asian Business Unit. One of the largest Asian Financial Planning Business Units outside any major institution in Australia, it services the needs of the local Asian community as well as clients situated all over the globe. OUR APPROACH At MiQ, we aim to develop innovative and comprehensive strategies to improve the financial wellbeing of our clients and their future generations. We have a strong reputation built on trust, experience and quality advice. Backed by a great team, our advisers take pride in guiding clients throughout life's choices - delivering tailored plans and strategic solutions to help clients achieve their financial and lifestyle goals. OUR VALUES We care about our clients' wellbeing and are committed to delivering first-class ongoing service built on our strong reputation and trust. With a breadth of knowledge and experience and a dedicated team, we act as our client's trusted partner, guiding them through life's choices to help them reach financial wellbeing. The foundation of our business is built on the following values: * Integrity * Knowledge * Trust * Experience

Discover more about MiQ Private Wealth
Farrell Platt’s Colleagues
Matthew Brown

Matthew Brown

Carrara, Queensland, Australia

Partner, Senior Financial Planner & Director at MiQ Private Wealth

Our team at MiQ Private Wealth Broadbeach is proud of our heritage, from Josman Financial Group we have grown into being a part of the largest "Private Wealth" Financial Planning Groups in Australia - MiQ Private Wealth. We are located in the heart of Broadbeach and continue t...

Preeyesh Rawal

Preeyesh Rawal

Greater Brisbane Area

Financial Planner - MiQ Private Wealth

Financial Planner at MiQ Private Wealth
(Aug 2018 – Present)

Rebecca Miller

Rebecca Miller

Canberra, Australian Capital Territory, Australia

Masters in Financial Planning

Our approach
At MiQ, we aim to develop innovative and comprehensive strategies to improve the financial wellbeing of our clients and their future generations. We have a strong reputation built on trust, experience and quality advice.

Backed by a great team, our advisers take ...

David Brown

David Brown

Greater Brisbane Area

Director at MiQ Private Wealth

Director at MiQ Private Wealth
(Sep 2025 – Present)

Juliette Jacob

Juliette Jacob

Australia

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Client Services Manager at MiQ Private Wealth
(Mar 2026 – Present)

Justine Shephard

Justine Shephard

Greater Brisbane Area

Financial advice compliance, governance and risk management | AFSL responsible manager | Regulatory change | Practice management | Leadership

Joining MiQ Private at an exciting time of growth, my role includes:
- Collaborating with stakeholders, including Financial Advisers, Client Services, business partners and external regulators to embed a culture of compliance and risk awareness across the business.
- Oversee...

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Frequently asked questions about Farrell Platt

What is Farrell Platt email address?

Email Farrell Platt at [email protected] and [email protected]. This email is the most updated Farrell Platt's email found in 2026.

What is Farrell Platt phone number?

Farrell Platt phone number is 0403 138 003.

How to contact Farrell Platt?

To contact Farrell Platt send an email to [email protected] or [email protected]. If you want to call Farrell Platt try calling on 0403 138 003. (updated on July 2026)

What company does Farrell Platt work for?

Farrell Platt works for MiQ Private Wealth.

What is Farrell Platt's role at MiQ Private Wealth?

Farrell Platt is Head of Client Experience

What industry does Farrell Platt work in?

Farrell Platt works in the Financial Services industry.

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