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.
  • Currently completing a Graduate Diploma of Financial Planning
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

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

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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
  • Advanced Diploma of Financial Services (Financial Planning)
  • Currently completing a Graduate Diploma of Financial Planning

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Additional information

Kat

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

Face

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 completing a Graduate Diploma of Financial Planning.

Davina2

David Hawkesworth – Client Relationship Manager

P: 1300 008 002

M: 0491 259 530

Qualifications –

• Diploma in Financial Services (Financial Planning)

Lisa

Lisa Thomson – Finance Associate

P: 1300 008 002