Our financial planners speak your language – we work hard to understand your needs and provide you with clear recommendations. We are here to help you.
Here are the different ways that you can engage with our financial advice services.
| Name | Title | Qualifications | Office location |
|---|---|---|---|
| Tina Tran | Financial Planner | Bachelor of Commerce (Accounting), Diploma of Financial Advice (DFP), Certificate IV Training and Assessment, Certified Financial Planner®, Bachelor of Commerce (Accounting), Diploma of Financial Planning, Aged Care Specialist | Burwood NSW |
| Boris Tesanovic | Senior Financial Planner | Bachelor of Commerce (Finance & Economics), Advanced Diploma of Financial Planning (ADFP), Diploma of Financial Services (Financial Planning), Certified Financial Planner®, Aged Care Specialist | Burwood NSW |
| Philip Johnson | Financial Planner | Certified Financial Planner®, Bachelor of Commerce (UNSW), Graduate Diploma in Applied Finance | Burwood NSW |
| Thomas Rouse | Financial Planner | BSC Mathematics with Economics (Honours), Master of Business Administration (MBA), ADFP, Certified Financial Planner®, Aged Care Specialist | Brisbane QLD |
| Tim Poole | Head of Financial Advice | Certified Financial Planner®, Chartered Accountant, Bachelor of Economics (UQ), Bachelor of Commerce (UQ) | Brisbane QLD |
| Sonya White | Financial Planner | Certified Financial Planner® (Bachelor of Commerce (Accounting and Industrial Relations)), Certified Practicing Accountant, Aged Care accreditation, Justice of Peace (qualified) | Brisbane QLD |
| Joleene Stockwell | Financial Planner | Master of Education (TESOL), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning | Perth WA |
| Robert Rocca | Financial Planner | Post Graduate Certificate in Financial Planning, Post Graduate Certificate in Finance, Advanced Diploma of Financial Planning, Post Graduate Diploma in Financial Planning | Perth WA |
| Alan Zheng | Associate Planner | Diploma of Business, Diploma of Financial Planning | Over the phone adviser |
| Paul Sharp | Associate Planner | MA (Oxon), MBA (London Business School), Advanced Diploma of Financial Services (Financial Planning) | Over the phone adviser |
| Mat Wu | Associate Planner | Bachelor of Commerce (Actuarial Studies)/Bachelor of Applied Finance, Diploma of Financial Services (Financial Planning) | Over the phone adviser |
