Andrew is a highly-skilled adviser, with over 20 years’ experience in the financial planning industry. His superior advice and personal service has attracted a large client base of pre-retirees and seniors. In recent years Andrew has expanded his offering to help families with advice on aged care. Andrew is a Certified Financial Planner, holds a Bachelor of Business in Accounting, and has previously worked as an accountant and chief financial officer for a number of large national & international companies in the mining and agricultural industries.
Maree is an enthusiastic, dedicated paraplanner & client service officer with over 9 years experience in the financial planning industry. Prior to joining the team in 2016, Maree was employed as a Dealers Assistant for a large national full-service retail stockbroking and wealth management firm. Maree holds a Bachelor of Financial Planning and prides herself on providing our clients with the best possible outcomes, with a strong focus on delivering outstanding client service.
Nigel is a qualified adviser with over three years financial planning experience. He specialises in developing and implementing strategies for clients to reach their financial goals, both before and during retirement. Nigel holds a Bachelor of Commerce, and a Masters in Financial Planning, and enjoys developing strong relationships with clients.
We’ve been providing advice to the over 50’s group for more than a decade now. We understand the issues they face, and know how to get them a good financial outcome.
“I look forward to building new relationships and providing our clients with exceptional service at all times”.
I get a real sense of achievement when providing aged care financial advice. Family members are often under enormous stress, and I see how our advice can ease their burden.