Our Team

Our Team

Robert McDonald

Financial Adviser

Qualifications

  • Advanced Diploma of Financial Planning.
  • Accredited Self Managed Super Fund adviser.
  • Certificate IV in Finance and Mortgage Broking
  • Diploma Of Finance/Mortgage Broking Management
  • Commissioner of declarations.
  • Registered Tax(financial adviser)

Memberships

  • Robert is an associate member of the Financial Planning Association (FPA)
  • Queensland Justice Association (QJA).
  • FBAA
  • Tax Practitioners Board

Maryjay McDonald

Financial Adviser

Qualifications

  • Diploma in Business Management
  • Diploma of Financial Planning.

Michelle Pearce

Client Services Officer