Our Team

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Financial Planner

John has been helping clients achieve their desired lifestyle outcomes for more than 30 years. He has seen the difference in the quality of life when one has a “plan for the future” built to help one achieve their desired lifestyle outcomes. John has been planning since 1982 and has seen the difference a well-structured Financial Plan can make. He is passionate about helping clients understand their money choices and helping them achieve better outcomes through better understanding. John has been involved with various community organisations and professional associations over the years having been involved as an industry trainer for many years.

Advanced Diploma of Financial Planning (DEAKIN) / Graduate Diploma of Financial Planning (KAPLAN)

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Financial Planner

Martin has joined the Financial Planning industry after 10 years in the mining industry as a Coal Geologist. He has seen the immense value in working hard and education after growing up in Logan and wanting a better future. Martin is passionate about helping others make the right financial decisions now for their future for themselves and their families after seeing the importance of obtaining excellent financial advice first hand.

Bachelor of Applied Science (QUT) / Master of Business (QUT) / Graduate Diploma of Financial Planning  (KAPLAN)

Client Services Manager

Penny has a wealth of experience in Financial Services administration and client services. She has worked hard to ensure our clients are well taken care of and their needs and expectations are exceeded. She is passionate about the Financial Services industry and her local community.