Craig Coates
Company Director / Financial Adviser
“As the Company Director, I split my time between overseeing the office processes, as well as reviewing the ongoing financial planning needs of my existing clients.”
Years in Financial Planning:
35
Qualifications:
Diploma Financial Planning (Dip FP)
Rachel Hubbard
Provisional Financial Adviser
“I have a key interest in retirement planning and assisting clients in reaching an earlier retirement. I am passionate about empowering women to take control of their financial positions.”
Years in Financial Planning:
4
Qualifications:
Graduate Dip Financial Planning (GradDip FP)
Graduate Cert Business Administration (GCert BA)
Jonathan Dunne
Financial Adviser
“I specialise in providing strategic advice to my clients in all facets of financial planning. I enjoy building ongoing relationships with my clients.”
Years in Financial Planning:
20
Qualifications:
Graduate Dip Financial Planning (GradDip FP)
Certified Financial Planner (CFP)
Justice of the Peace (JP)
Kristy Palmieri
Paraplanning / Office Administration
“I am dedicated to improving business procedures and promoting happy and helpful service to our clients.”
Years in Administration / Financial Planning:
20
Qualifications:
Diploma Financial Services (Financial Planning)
Certificate 3 Business Administration
Wayne Walker
Office Administrator / Client Services
“I enjoy providing clients with a professional and informative service between our office and individuals product provider.”
Years in Administration / Financial Planning:
20
Qualifications:
Certificate 4 Financial Services (Dip FP)
Donna Coates
Reception / Accounts Payable
“I assist with front office reception, and am responsible for processing of accounts.”
Years in Administration / Financial Planning:
20