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Whatever your financial goals, we have the team to help you get there.

Let us introduce you to some of the members of our Financial Planning team.

Chris has 20 years’ experience in the financial service sector, and is well qualified in all aspects of financial planning including wealth creation, superannuation and life, business and income protection insurance.

Chris’ particular interest is for the provision of structured, compliant and appropriate advice from each of our Financial Advisers.

Ruth has worked in the financial services industry for more than 20 years, with 10 years’ experience specifically in financial planning. Ruth has attained her Advanced Diploma in Financial Services (Financial Planning) and is a member of the Financial Planning Association. In addition to her extensive experience and practical knowledge, Ruth has the enthusiasm and the qualifications to help ensure you get sound advice.

Andrew has been a Financial Adviser since 2001, with extensive experience in insurance solutions and investments both domestically and internationally. He also holds an Advanced Diploma of Financial Services – Financial Planning and a Business Degree from the University of Newcastle. Andrew is a member of the Financial Planning Association and enjoys providing customers with an all-encompassing solution to help their financial needs.

Lee has worked in the financial services industry for more than 20 years, obtaining financial planning experience both here and overseas over a number of years. During this time, Lee has attained an Advanced Diploma of Financial Planning and membership of the Financial Planning Association. Lee appreciates the challenge of creating a planned approach with his clients, helping them towards reaching their goals and objectives.

Planning for retirement?

Talk to a Financial Adviser and take control of your financial future.

Here's some more information for you:
This information does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product. The PDS is available by contacting the Financial Planning Department on 4927 4370. Fees, charges and tax applies. AFSL 238273.
Talk to our Financial Advisers today about arranging cover that suits your needs.