For over 30 years, we've been helping Brisbane and Sunshine Coast families navigate their way to a secure and comfortable retirement. We're not just financial advisers - we're your partners, walking alongside you every step of the way as you plan for the future you want.
Our Story
Our legacy traces back to Will Fraser & Co, an accountancy practice serving the community since 1981. As part of their investment and wealth creation team, we learned the value of working closely with accountants and other professionals to deliver comprehensive solutions.
Total Advice Partners officially began in 2011 when Damion Bielby and David Darbyshire decided there had to be a better way to deliver financial advice. Working in the industry, they'd seen too many clients receive generic solutions that didn't quite fit their real lives.
By establishing Total Advice Partners it allowed us to focus entirely on what we do best: creating personalised financial strategies and walking alongside clients as they bring them to life. We've grown from a small team to now having offices across Brisbane, Redcliffe and the Sunshine Coast. Our core mission remains the same – helping families achieve genuine financial security.
What Makes Us Different
- Partnership, not just advice.
We don't just create a plan and send you on your way; we're with you for the entire journey, explaining each decision and adjusting as your life changes. - Relationships that last.
Some of our clients have been with us for decades. That's what happens when you build genuine partnerships based on trust and care. - Plain English, always.
We explain everything in terms that make sense, so you always understand not just what we're suggesting, but why it's right for you. - Your whole team, working together.
We collaborate closely with your accountant and other advisers to make sure everything works together smoothly.
Damion Bielby - Partner
Masters of Financial Planning, Diploma of Financial Planning
With almost three decades in financial planning, business and finance advice, Damion has built his expertise entirely within boutique financial services businesses. His specialty lies in tying together advice from multiple sources and facilitating the entire process from start to finish.
Damion's particular strength is breaking down complex strategies into clear benefits and risks, then explaining them in terms that actually make sense. This skill makes his advice especially valuable for clients with sophisticated needs – whether you're managing significant wealth, running a family business, or transferring wealth through estates.
David Darbyshire - Partner
Bachelor of Business (Banking & Finance), Diploma of Financial Planning
David brings over 20 years of financial planning experience, starting his career in boutique financial services where he gained solid grounding across all areas of financial advice. His experience includes time with an SMSF specialist business, where he managed direct equity portfolios and deepened his expertise in self-managed superannuation.
Since establishing Total Advice Partners, David has focused on working directly with clients and their professional teams to create truly tailored advice. His deep knowledge covers retirement planning, self-managed superannuation, and building investment portfolios that actually work for real people.
Valerie Lumby - Senior Financial Adviser
Valerie brings ten years of experience helping people navigate their financial journey with confidence. What drives her is seeing the difference that clear, understandable advice makes in her clients' lives.
Her philosophy is simple: every great financial plan starts with great listening. Valerie takes the time to understand what really matters to you, then works with you to build a strategy that fits your real life. Her clients appreciate her straightforward advice and commitment to long-term relationships that evolve as their lives change.
David McLean - Senior Financial Adviser
With over 25 years of experience helping families navigate their financial journey, David brings genuine care and expertise to every client relationship. He holds a degree in Economics and Finance, Certificate in Superannuation Management, and Graduate Diploma of Financial Planning, and is currently completing a Masters of Applied Finance.
Our Commitment to You
When you choose Total Advice Partners, you're gaining a team that genuinely cares about your future. We'll listen to understand your situation, explain your options clearly, and guide you towards decisions that give you real confidence. Because financial planning should help you sleep better at night, not keep you awake worrying.
Ready to start your journey towards financial security?
We'd love to hear about your goals and explore how we can help you achieve them. Contact us today to arrange a conversation about your financial future.