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ChrisDirector, Financial Adviser, FchFP, Grad Dip FP. SMSF and Aged Care Accredited
KirstyFinancial Adviser, Dip FP.
Chris’ strength lies in helping his clients to articulate and realise their financial objectives. He has been assisting clients achieve their financial freedom since 2010. His focus in designing wealth protection strategies through risk management, life and asset protection as well as developing , structuring superannuation, retirement preparation, transition to retirement and Self Managed Superannuation and Age Care advice.
Kirsty is an accomplished financial professional providing strategic financial recommendations to clients in the areas of superannuation, investments, retirement planning and personal insurance. Kirsty has ongoing commitments to education, ethical practices and professional development. Kirsty always leaves her clients in a better position than where they started. We are excited to have her as a part of our team.
RachelleProvisional Financial Adviser, BCom (FP, ACC)
Rachelle has completed a Bachelor of Commerce majoring in Financial Planning and Accounting. Rachelle is in the final stage of Professional Year and enjoys providing clients with strategic advice regarding their superannuation, retirement planning, personal investment and risk management. Rachelle is committed to providing her clients with ongoing support and guidance to achieve their short-term and long-term aspirations.