Qualifications • Diploma in Financial Services • Licensed Real Estate Agent • Specialist Accreditation in Self Managed Super Funds • Accredited Derivatives Adviser – Level 1 • Accredited Derivatives Adviser – Level 2 • Accredited ASX Listed Products Adviser • Accredited Foreign Exchange Adviser • Accredited Margin Lending Adviser • Currently studying Diploma of Laws through Legal Profession Admissions Board.

Russell Price – Director

P: 1300 008 002

M: 0413 583 093

Qualifications –

• Advanced Diploma of Financial Planning

• Diploma in Financial Services (Financial Planning)

• Licensed Real Estate Agent

• Specialist Accreditation in Self Managed Super Funds

• Accredited Derivatives Adviser – Level 1

• Accredited Derivatives Adviser – Level 2

• Accredited ASX Listed Products Adviser

• Accredited Foreign Exchange Adviser

• Accredited Margin Lending Adviser

• Currently studying Diploma of Laws through Legal Profession Admissions Board.

Alex

Alex Stephen – Director

P: 1300 008 002

M: 0434 004 885

Qualifications –

• Diploma of Mortgage & Finance

• Diploma in Financial Services (Financial Planning)

• Cert of Registration – Real Estate

• Currently studying Specialist Accreditation in Self Managed Super Funds.

aaron Crosthwaite

Aaron Crosthwaite – Tax Partner

P: 1300 008 002

Qualifications –

• Juris Doctor – Law

• Bachelor of Accounting

• Certified Practising Accountant (CPA) & Chartered Tax Adviser (Tax Institute)

• Diploma in Financial Services (Financial Planning)

• Diploma of Financial Services (Mortgage/Finance Broking)

• Cert IV in Property Services (Real Estate)

• Accredited Margin Lending Adviser

Matt

Matthew Prain – Senior Financial Planner

P: 1300 008 002

M: 0401 849 985

Qualifications –

• Diploma in Financial Services (Financial Planning)

• Specialist Accreditation in Self Managed Super Funds.

• Accredited Margin Lending Adviser

• Accredited Derivatives Adviser – Level 1

• Accredited Derivatives Adviser – Level 2

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Additional information

Ed Lok – Financial Adviser

P: 1300 008 002

M:

Qualifications –

• Advanced Diploma of Financial Planning

• Diploma in Financial Services (Financial Planning)

KatFasal

Katharine Fasal – Financial Adviser

P: 1300 008 002

M: 0426 211 211

Qualifications –

• Bachelor in Arts (Honours)

• Diploma in Financial Services (Financial Planning)

• Accredited Derivatives Adviser – Level 1

• Accredited Derivatives Adviser – Level 2

• Accredited Margin Lending Adviser

• Currently studying Specialist Accreditation in Self Managed Super Funds.

Greg

Greg Vock – Senior Paraplanner

P: 1300 008 002

M: 0432 563 360

Qualifications –

• Advanced Diploma of Financial Planning

• Diploma in Financial Services (Financial Planning)

• Currently studying Specialist Accreditation in Self Managed Super Funds.

India

India Dwyer – Insurance Planning Associate

P: 1300 008 002

Qualifications –

• Bachelor of Animal & Veterinary BioScience

• Currently completing Diploma in Financial Services (Financial Planning)

Mark3

Mark Atherton – Credit Manager

P: 1300 008 002

M:

Qualifications –

 

Lisa

Lisa Thomson – Finance Associate

P: 1300 008 002

Qualifications –

Luis

Luis Silva – Finance Associate

P: 1300 008 002

Qualifications –

• Masters of International Business

• Bachelor of Marketing & Advertising

• Diploma in Human Resource Management

Jasmine

Jasmine Russo – Executive Assistant & Office Manager 

P: 1300 008 002

M: 0432 077 369

Qualifications –

 

Chris

Chris Borg – Investment Planning Associate 

P: 1300 008 002

M: 0426 604 127

Qualifications –

• Currently completing Diploma in Financial Services (Financial Planning)