Paul was employed by one of the major banks for 36 years, he has spent the last 12 years as a Financial Planner. Paul holds an Advanced Diploma in Financial Planning, a Certificate IV in Mortgage Broking and is also accredited to provide Self Managed Superannuation Advice. Paul has lived in Moama for the past 18 years and his professional dealings in the Echuca/Moama and Shepparton areas have gained him a solid reputation as an honest and reliable person who puts people at ease and relates to his clients in easy to understand terms.
Sue Glennen - Business Manager
Sue was also employed by one of the major banks for 15 years prior to working in an accounting firm for 5 years where she attained her Diploma in Business Accounting. Sue has also spent the past 8 years in the Financial Planning Industry as a Business Manager. Sue describes her role as working ‘on’ the business rather than ‘in’ it. Sue also has attained her Certificate IV in Mortgage Broking.
Kim Perkins - Administration Manager
Kim is a welcome addition to our business, she has had 7 years Financial Planning experience and in this time she has attained her Diploma in Financial Services. Kim is a local girl with a young family who has a real desire to continue developing her career within the Financial Planning industry.
Chloe Hughes - Client Services Assistant
Chloe completed year 12 in 2013, graduating from Moama Anglican Grammar School. She worked on her family dairy farm for two years before she joined us where she has been learning about the finance world for the past 12 months. She is a bright and enthusiastic young woman who looks forward to making a positive contribution to the team and our clients. Chloe has completed her 12 month traineeship and attained her CertIV in Mortgage Broking. She is now going on to study her Diploma in Finance and Mortgage Broking.