- is a qualified financial adviser committed to ongoing education and training,
- can give you access to quality financial solutions,
- will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend, and
- is an Authorised Representative of Consultum Financial Advisers Pty Ltd
Authorised Representative of Consultum / MFinPlan / CFP®
I was born on the Tablelands and, after a 15-year career as an Army logistics officer, I began advising clients in 2005 in a small firm (Donnelly Money Management) in Melbourne. I did my apprenticeship in the big smoke and then moved back to the region with small kids in 2009. I was a stay-at-home-dad for a few years while working part time as an adviser and an ARES officer. I have a Masters in Financial Planning and am a Certified Financial Planner member of the FPA. I love dispelling the many hyper myths for clients and then coaching them through life. I live in Yungaburra with my wife, Tiffany, and my young kids. Like other regional professionals, Tiffany and I are very active in our community, including P&C, Junior Soccer and supporting other organisations and charities.
Authorised Representative of Consultum / AFP®
I started my practice in Atherton in 1989 after a career in banking. I am an AFP member of the FPA and also a Commissioner for Declarations. I completed further studies in self-managed superannuation funds, risk insurance planning, understanding financial markets, superannuation and wealth protection. I love nothing more than making the complex simple for my clients, which I believe has driven my success.
Customer Services Manager
I’ve been looking after our clients' administrative needs for more than 25 years with James. I grew up on cattle stations in the region and my family still work the land today. This gives me a lot of common ground and shared history with many clients, which is a key reason they’re happy to stop in for a cuppa and a chat! I have two grown sons and two beautiful grandkids that I spend as much time with as I can.
I’m a local lass and joined the firm in 2006 and have a varied role ranging from preparing client portfolio reviews to bookkeeping, and supporting Martha. While I don’t spend much time in front of clients, I know my contribution is valued given the fact we have so many long-time clients. My husband, Kerry, and I, have also owned and operated Mather Plumbing for many years, and many of the skills I’ve learned running our business have certainly translated into extra help for the firm’s clients over the years. Kerry and I have two grown daughters, both out of the nest. I have also been actively involved in the community, managing Atherton Girl Guides for 22 years and the Women’s Centre for 8 years. I love to sew and you’ll always see my craft at the local shows.
Associate Adviser / Paraplanner / AdvDipFinServ(Plan) / AFP®
I grew up on the Atherton Tablelands and joined the firm in 2017 as an associate adviser. I have supported advisers in Cairns for over five years and have experience in tax, bookkeeping, accounting and administration. I happily finish my Law degree at JCU in 2018, which will help me as an adviser to provide better outcomes for our clients. My particular areas of interest are risk (including insurance solutions), business succession and estate planning. I also love taking in our beautiful local surrounds by hiking and camping.