Our Team
Our qualified and experienced advisers along with our dedicated support team are here to assist you along your financial journey.
Our Team
Robert McDonald
Financial Adviser
Qualifications
- Advanced Diploma of Financial Planning.
- Accredited Self Managed Super Fund adviser.
- Certificate IV in Finance and Mortgage Broking
- Diploma Of Finance/Mortgage Broking Management
- Commissioner of declarations.
- Registered Tax(financial adviser)
Memberships
- Robert is an associate member of the Financial Planning Association (FPA)
- Queensland Justice Association (QJA).
- FBAA
- Tax Practitioners Board
Maryjay McDonald
Financial Adviser
Qualifications
- Diploma in Business Management
- Diploma of Financial Planning.
Michelle Pearce
Client Services Officer