About us
Financial advice, built around what matters
We exist to help you make confident financial decisions without the noise or complexity.

Our approach is simple
Understand your world, bring structure to your finances, and guide you with advice that’s clear, considered, and built to support you over the long term.

An integrated approach to advice
With over 37 years of experience, we take a broader view of financial advice.
Our strength is in how everything connects. Financial planning, taxation, and superannuation are considered together, so your strategy is built with a clear understanding of how each decision impacts the next.
This allows us to structure your finances more effectively. Making informed decisions with tax in mind, making the most of superannuation opportunities, and ensuring your investments are aligned with your long term goals.
It’s not just about growth. It’s about creating a strategy that works efficiently, reduces unnecessary complexity, and supports better decisions over time.
For you, that means clearer direction, fewer surprises, and confidence that every part of your financial life is working together.
Everything we do is grounded in our values.
How we work
Our values
We focus on clear, practical financial guidance tailored to your goals and evolving needs.
We put you first
Everything we do is focused on helping you achieve your goals and live the life you want.
We’re honest and transparent
Clear advice, no hidden surprises, so you always know where you stand.
We keep things simple
Financial advice explained in a way that’s easy to understand and act on.
We build long term relationships
We’re here for the journey, not just a one off conversation.
We do what we say we’ll do
You can rely on us to follow through and be accountable.
We listen and understand
Your story matters and we take the time to understand what’s important to you.
We aim for better outcomes
Always looking for smarter, more effective ways to grow and protect your wealth.
We adapt as life changes
Your plan evolves as your life does, so you stay on track.
We care about what we do
Helping you feel confident and secure in your future is what drives us.
Meet the team
Behind every strategy is a team that’s focused on getting it right for you.
We bring experience, clear thinking, and a genuine commitment to helping you move forward with confidence.

Peter Ambrosiussen
Peter Ambrosiussen is an authorised financial advisor who brings a wealth of financial, accounting and business skills gained over a long career. One of Peter’s core values is listening to people to understand their situation and making financial matters easy to understand...

Peter Ambrosuissen
Peter Ambrosiussen is an authorised financial advisor who brings a wealth of financial, accounting and business skills gained over a long career. One of Peter’s core values is listening to people to understand their situation and making financial matters easy to understand.
Peter’s experience initially covered a broad range of financial areas in an international shipping company in Sydney, culminating in being the CFO.
This followed a move to Toowoomba where Peter started an accounting practice, that focused on getting alongside business owners to help them navigate growing a strong financially sound business.
This concern for business owners' personal financial strength and future led Peter to become an authorised financial advisor. Peter continues to do this following the sale of his interest in the accounting practice he started.
Peter’s strength lies in the way he sees each person’s situation as unique. He takes the time to listen carefully, understand what matters most, and shape advice around individual needs.
This personal approach, combined with his ability to think outside the box, helps him find thoughtful solutions that lead to the best possible outcomes.
Peter’s clear and insightful views on financial matters were recognised by the editors of the Toowoomba Chronicle where Peter wrote a fortnightly Saturday column for 17 years. Peter has a Bachelor of Arts degree majoring in Economics and History, a Master of Commerce degree and is a Fellow of CPA Australia.
Peter is married to Viv, and they have seven children and ten grandchildren. Peter loves getting away into backroads and tracks on a Friday afternoon on his mountain bike exploring the beautiful views from the hills and valleys to the north of Toowoomba. Peter serves as an elder and in numerous other capacities at Christlife Presbyterian church. Peter’s approach is grounded in respect and a genuine care for the people he serves. He values building strong relationships and helping clients feel informed and supported.
For Peter, financial advice is about more than numbers. It is about helping people feel understood, supported, and confident about their future. Whether he is working with business owners, individuals, or families, he is committed to building genuine relationships and providing thoughtful guidance that helps people move forward with clarity and peace of mind.
Peter Ambrosiussen is an authorised financial advisor who brings a wealth of financial, accounting and business skills gained over a long career. One of Peter’s core values is listening to people to understand their situation and making financial matters easy to understand...

Peter Ambrosuissen
Peter Ambrosiussen is an authorised financial advisor who brings a wealth of financial, accounting and business skills gained over a long career. One of Peter’s core values is listening to people to understand their situation and making financial matters easy to understand.
Peter’s experience initially covered a broad range of financial areas in an international shipping company in Sydney, culminating in being the CFO.
This followed a move to Toowoomba where Peter started an accounting practice, that focused on getting alongside business owners to help them navigate growing a strong financially sound business.
This concern for business owners' personal financial strength and future led Peter to become an authorised financial advisor. Peter continues to do this following the sale of his interest in the accounting practice he started.
Peter’s strength lies in the way he sees each person’s situation as unique. He takes the time to listen carefully, understand what matters most, and shape advice around individual needs.
This personal approach, combined with his ability to think outside the box, helps him find thoughtful solutions that lead to the best possible outcomes.
Peter’s clear and insightful views on financial matters were recognised by the editors of the Toowoomba Chronicle where Peter wrote a fortnightly Saturday column for 17 years. Peter has a Bachelor of Arts degree majoring in Economics and History, a Master of Commerce degree and is a Fellow of CPA Australia.
Peter is married to Viv, and they have seven children and ten grandchildren. Peter loves getting away into backroads and tracks on a Friday afternoon on his mountain bike exploring the beautiful views from the hills and valleys to the north of Toowoomba. Peter serves as an elder and in numerous other capacities at Christlife Presbyterian church. Peter’s approach is grounded in respect and a genuine care for the people he serves. He values building strong relationships and helping clients feel informed and supported.
For Peter, financial advice is about more than numbers. It is about helping people feel understood, supported, and confident about their future. Whether he is working with business owners, individuals, or families, he is committed to building genuine relationships and providing thoughtful guidance that helps people move forward with clarity and peace of mind.

Jennifer Morris
Originally from Canada, Jennifer Morris now proudly calls Mackay home after spending 10 years living and working in Toowoomba with her family. Married with two sons aged 16 and 12, Jennifer values strong relationships, community, and helping others achieve their goals both personally and professionally...

Jennifer Morris
Originally from Canada, Jennifer Morris now proudly calls Mackay home after spending 10 years living and working in Toowoomba with her family.
Married with two sons aged 16 and 12, Jennifer values strong relationships, community, and helping others achieve their goals both personally and professionally.
Jennifer built a successful career over more than a decade with Ambrosiussen The Business Accountants, where she worked as Practice Manager and played a key role in the firm’s growth and day-to-day operations. Her extensive experience in business operations, client relationships, and strategic management created a strong foundation for her transition into the financial planning industry.
Today, Jennifer is part of Ambrosiussen Holistic Advisors, where she combines her business expertise with a genuine passion for helping clients navigate their financial future with confidence and clarity.
Outside of work, Jennifer enjoys spending time fishing, relaxing at the beach, training in Muay Thai, and making memories with friends and family. Her down-to-earth nature, active lifestyle, and strong focus on connection are reflected in the way she approaches both life and client relationships.
Originally from Canada, Jennifer Morris now proudly calls Mackay home after spending 10 years living and working in Toowoomba with her family. Married with two sons aged 16 and 12, Jennifer values strong relationships, community, and helping others achieve their goals both personally and professionally...

Jennifer Morris
Originally from Canada, Jennifer Morris now proudly calls Mackay home after spending 10 years living and working in Toowoomba with her family.
Married with two sons aged 16 and 12, Jennifer values strong relationships, community, and helping others achieve their goals both personally and professionally.
Jennifer built a successful career over more than a decade with Ambrosiussen The Business Accountants, where she worked as Practice Manager and played a key role in the firm’s growth and day-to-day operations. Her extensive experience in business operations, client relationships, and strategic management created a strong foundation for her transition into the financial planning industry.
Today, Jennifer is part of Ambrosiussen Holistic Advisors, where she combines her business expertise with a genuine passion for helping clients navigate their financial future with confidence and clarity.
Outside of work, Jennifer enjoys spending time fishing, relaxing at the beach, training in Muay Thai, and making memories with friends and family. Her down-to-earth nature, active lifestyle, and strong focus on connection are reflected in the way she approaches both life and client relationships.
Start your journey
Take the first step with a free consultation. We’ll take the time to understand your situation, talk through what matters most, and guide you on what comes next.
