Mark's professional career in the financial services sector commenced in 1987. He holds the internationally recognised Certified Financial Planner® professional qualification through membership of the Financial Advice Association of Australia.

As well as a having passion for formulating and delivering advice to clients, Mark's other responsibilities include coordinating our extensive research capabilities and working closely with our network of professional alliance partners.

Jeannie began her professional career in the financial services sector in 1987. She also holds the internationally recognised Certified Financial Planner® professional qualification through membership of the Financial Advice Association of Australia.

Jeannie's key responsibilities include designing financial strategies and delivering advice solutions to our client community. She thoroughly enjoys the satisfaction of seeing strategy solutions come to life and making a real difference in the lives of others.

Rebecca has the key responsibilities of managing the implementation of our clients' financial strategies along with the extensive ongoing administrative requirements.

With many years of experience in the financial service sector, she holds a Bachelor of Commerce degree and also manages the finance and accounting requirements of our business.

Having joined our team in 2023, Sharron is responsible for dual roles being a combination of managing all aspects of the office processes as well as the logistics of delivering service and advice to our clients.