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

 

 

Tagged in: