Robyn Rowson
New Business Development & Coordination
Robyn is the focal point for all new clients joining the firm. Robyn assists in identifying which of our broad range of services you require and what your priorities are. She will then discuss your specific circumstances so that she can allocate the appropriate Financial Consultant or Adviser to meet your immediate needs…
Ross Rickard
Executive Director, Senior Consultant
B.Ec(Syd), DipFP, DipCM, CFP, FCPA, FPS, FTIA
Ross has been a Specialist Financial Advisor, Tax Consultant and Wealth Creation Strategist for over 20 years. Prior to this Ross has an additional 15 years business and management experience in a wide range of areas including: chartered accounting, corporate and project management, new business ventures, stock market, finance and property…
Marilyn Bee
Senior Consultant, Investment Director
Certified Public Accountant (CPA)
Marilyn Bee is a senior consultant for Financial Professionals and provides advice to clients on all financial planning and investment matters. Marilyn also heads up our investment team as Investment Director, responsible for research into all new and existing investments.
Sharmila Paneandee
Investment Manager
Sharmila heads our Investment Group and proactively manages our client’s investment portfolios. Sharmila provides regular & detailed quarterly reports to our clients to keep them fully up-to-date and in control of their affairs. Analyses key trends and activities and keeps up-to-date market information to maintain strong investment performance of our client’s diversified portfolios as well as ensuring consistent income streams when required…
Joseph Hoang
Superannuation Specialist
Joseph provides superannuation advice and management as well as preparing financial accounts and tax returns for our clients in a timely and efficient manner. Joseph also works with Michelle in providing a complete business reporting solution to our clients by providing advice, management and compliance services to our business clients. This also provides the necessary management information to allow our Senior Consultants to provide ongoing business coaching and analytical advice…
Glen Jolley
Lead Insurance Broker
Insight Investment Services Pty Ltd
A.F.S.L. number 309996
Authorised Representative number 277999
Glen’s knowledge and experience in personal and business insurance has been built up over 30 years.
Glen provides practical solutions to clients in the following areas:
Personal Insurance – Life & Disability Insurance, Income Protection, Critical Illness & Trauma Insurance.
Business Insurance – Business Succession Plans, Key Person Protection
“Special Risk Areas” – for clients who are “uninsurable” because of health issues, dangerous occupation, hazardous pursuits, or overseas residence.
