Meet Our Team
Anne-Marie has been providing professional financial planning advice since 1998.Prior to becoming a Financial Planner, Anne-Marie worked as a Senior Economist for the Commonwealth Government in a range of Departments including Treasury and Foreign Affairs for over 12 years.Anne-Marie is a member of the Financial Planning Association of Australia (FPA) and is also a member of the Self Managed Super Fund Professionals Association of Australia (SPAA).Anne-Marie was one of Australia’s Top 50 Financial Planners in the Australian Financial Review’s Smart Investor Masterclass for Financial Planning in 2012 and 2013. Anne-Marie was also awarded the Victorian Securitor Adviser of the Year in 2013. In 2015, Anne-Marie won the Stella Network Scholarship to study a Masters of Financial Planning via Kaplan, which she completed with distinction in 2017.Anne-Marie is very well respected amongst her peers, having been appointed an Ambassador for the Stella Network in 2016. This was in recognition of her leadership role within the Securitor network and her mentoring work with younger female Advisers within the group.Anne-Marie’s extensive qualifications and broad experience ensures that you will get the best advice possible.
Anne-Marie's primary goal is to give you the confidence to make informed financial choices so you can achieve what you is most important to you.
Anne-Marie has the following qualifications:-
- Masters of Financial Planning (MFinPlan)
- Certified Financial Planner (CFP®)
- SMSF Specialist Advisor (SSA®)
- Diploma of Financial Planning (DFP)
- Bachelor of Economics (B.Ec)
Financial Adviser and Authorised Representative of Securitor Financial Group Ltd
Sylvia's role is to act as a bridge between Anne-Marie and clients to ensure advice is executed in an efficient and timely manner.Sylvia can also provide specialist personal risk advice.Sylvia has been working in the profession since 2002, so her extensive expereince means she will get the job done and make this part of the advice process as seamless as possible.Sylvia is your best point of contact should you have any queries about your advice.
Sylvia has the following qualifications:-
- Bachelor of Business (B.Bus)
- Advanced Diploma of Financial Planning (ADFP)
Lisa manages our internal processes and procedures to create an efficient and consistent approach to our service offering. Her primary goal is to ensure you have a great client experience.Lisa takes care of the financial management of the business, including preparing invoices and assisting with any fee enquiries. She also monitors and implements all legislative and compliance obligations.Lisa works closely with Anne-Marie throughout the initial engagement process and is available to assist with any of your queries.
Lisa has been in the Financial Services profession since 2003, having extensive experience in Client Service and Practice Management roles.Lisa is very committed to delivering excellent client service and is always enthusiastically looking for ways to improve how we do things to ensure client service expectations are continually being met.
Lisa has the following qualifications:-
- Justice of the Peace (NSW)
- Diploma of Financial Services – Financial Planning (DFP)
- ASFA Certificate of Superannuation Management
- Business Administration Certificate
Linda has been in the Financial Services profession since 2010, in various Client Service and Administration roles. Linda provides a board range of valuable administration support to our overall team, primarily assisting Sylvia with the implementation of your advice.Linda's bubbly personality will make sure you always feel welcome.
Linda has the following qualifications:-
- Diploma of Financial Planning (Part 1) - General Knowledge & Foundations of Financial Planning