Stephen Wilson
Director Of Financial Planning
A Cleveland local, Stephen has over 20 years’ experience in the financial services profession, Stephen has a wealth of local knowledge and understands the challenges faced by local business owners, professionals, tradespeople and their families.
He has a solid reputation for building long-term relationships with his clients based on mutual trust, collaboration and a genuine commitment to doing everything he can to improve the financial wellbeing of those he works with.
“I strive to combine my deep industry knowledge with a proactive and straightforward approach – so that our clients can make informed decisions about their finances and investments with clarity and confidence.”
Chris Jones
Director of Financial Planning
Chris has over 20 years’ experience in Financial Planning. He is passionate about providing quality financial planning advice whilst at the same time building and maintaining long lasting relationships with clients at all stages in life.
He specializes in providing financial advice in the areas of investments, portfolio construction and management, superannuation (including SMSF), retirement planning, personal insurance and margin lending.
Chris’s qualifications include a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Self-Managed Superannuation Fund and Margin Lending certificates and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
“Providing our clients with the advice and guidance they need to achieve what’s important to them is at the forefront of everything we do.”
Nannette Wilson
Office Manager
Joining the Admin team in 1997 Nannette has extensive experience in all levels of Administration in the Financial Services Industry.
Nannette has been instrumental in this area as her knowledge and experience stem across many of the industry changes it has been through in not only administration but, also complex compliance system implementation.
Nannette has developed various standard operating procedures to ensure that whatever team member you meet and discuss your needs with have all the details on how best to complete and help with any request.
Outside the office Nannette has a wonderful husband and family with three children, one amazing grandchild, she enjoys getting out boating and camping and spending time with friends and family.
Jade Seath
Team Leader
Jade is our dedicated Team Leader in the financial planning sector specialising in Superannuation for nearly two decades.
Jade has an intricate understanding of financial planning and insurance and is responsible for managing all workflow for our team making sure we meet the high standard of service for each valued client and enquiry.
Jade works well under pressure and has an in-depth understanding of professional services. She is committed to customer service and problem-solving.
Outside of work, you will find Jade spending quality time with friends and family or catch a show at QPAC.
Stacey Van Merwe
Financial Planning Assistant
Stacey has over 20 years’ experience in the Financial Services Industry. She supports our business and clients with everything from Statement of Advice implementation to handling day to day client queries. Stacey holds her Diploma in Financial Planning and a Diploma of Business.
She has the right ‘can do’ attitude and knows exactly how to deliver great service and look after our clients.
When not at work, you can find Stacey enjoying quality time with her husband and son. You may even find her family on jet ski in the Bay on the weekends, exploring the great outdoors.
Kara Cook
Financial Planning Assistant
Kara has been working in financial services industry for over 20 years and supports us with our Australian Financial Services License (AFSL) compliance and our insurance underwriting process.
Having a training and governance background, Kara has assisted us with continuous improvements opportunities so we can strive to deliver great service to our clients.
When not in the office, Kara enjoys spending time outdoors, the local parks and beaches with her family and friends.
Helen Dundon
Administrator
Helen was born and raised on a Poultry Farm in Redland Bay.
Helen has over 25 years of administration experience within the Accounting and Financial Planning Industry and most of that time has been in the Redlands where she has built up a great rapport with our clients.
When Helen is not at work, she enjoys family time and catching up with friends. She has a dog and two cats.
Libby Wilson
Administrator
Libby is currently in her second year as a Midwifery Student at Australian Catholic University. She has been working as a receptionist and running our social media since we opened our Cleveland office in 2022.
In her spare time, she enjoys sewing, reading, shopping and most importantly spending time with her loved ones and especially her beautiful nephew.
Anjali Palliyaguru
Administrator
Anjali is currently studying Business Management and Commerce at the University of Queensland and is majoring in finance, and leadership and management science.
She works as an administrative assistant and receptionist and is responsible for managing coordination and preparing documents and meetings for clients.
In her spare time, she teaches learn to swim lessons at a local swim school in Cleveland and attends university where she engages with other students with similar hobbies.