Craig Coates
Company Director / Financial Adviser
“As the Company Director, I split my time between overseeing the office processes, as well as reviewing the ongoing financial planning needs of my existing clients.”
Years in Financial Planning:
35
Qualifications:
Diploma Financial Planning (Dip FP)
Certified Financial Planner (CFP)
Jonathan Dunne
Financial Adviser
“I specialise in providing strategic advice to my clients in all facets of financial planning. I enjoy building ongoing relationships with my clients.”
Years in Financial Planning:
20
Qualifications:
Graduate Dip Financial Planning (GradDip FP)
Certified Financial Planner (CFP)
Justice of the Peace (JP)
Wayne Walker
Office Administrator / Client Services
“I enjoy providing clients with a professional and informative service between our office and individuals product provider.”
Years in Administration / Financial Planning:
20
Qualifications:
Certificate 4 Financial Services (Dip FP)
Kristy Palmieri
Office Administrator / Paraplanning
“I am dedicated to improving business procedures and promoting happy and helpful service to our clients.”
Years in Administration / Financial Planning:
20
Qualifications:
Diploma Financial Services (Financial Planning)
Certificate 3 Business Administration
Donna Coates
Reception / Accounts Payable
“I assist with front office reception, and am responsible for processing of accounts.”
Years in Administration / Financial Planning:
20