- is a good person,
- is a qualified financial adviser committed to ongoing education and training,
- can give you quality financial solutions,
- will help you through the financial planning process by providing a range of educational materials to explain the recommended strategy, and
- is an Authorised Representative of Northern Plateau Wealth Management Pty Ltd
Financial Adviser (Authorised Representative 434774)
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.
Financial Adviser (Authorised Representative 239737)
I started my practice in Atherton in 1989 after a career in banking. I am 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.
Associate Financial Adviser
I was born and raised on the Tablelands and joined the team in 2020.
I was previously a licensed adviser and am working toward becoming licensed again having passed my FASEA exam and obtaining my Graduate Diploma of Financial Planning.
I am currently working toward completing my Master of Financial Planning. I enjoy the outdoors and spending time with friends and family.
Client Services Manager
I grew up in a small town in South East Queensland, studied Business at USQ in Toowoomba, and started my career working for state government in Brisbane. Then, after marrying my best friend of 10 years, Peter and I opted for a tree-change and moved to the Atherton Tablelands in 2006.
We settled into our 5 acre bush block and started our family. My two children, now in their teenage years, are teaching me a whole new set of skills in patience, negotiation and diplomacy. I have a craft & sewing room that I wish I could spend more time in, but instead, my children are my world these days, and I wouldn’t have it any other way.
I have only just joined the wonderful team here and look forward to plunging head first into an industry that is new and exciting to me. My background has been in administration and management and more recently retail and procurement, but I know I can meet the needs of the team and our clients. Oh, and I make a great cuppa!
I joined VCFA in 2018 as an admin assistant and bought with me exceptional customer service and admin experience having worked at Big W in Atherton for 11 years. I have since transitioned into my current role as Paraplanner after gaining the work experience on the job, and the qualifications through my Diploma of Financial Planning.
I continue to provide admin support and enjoy the face time with our clients that this provides. I intend to continue my studies towards a Grad Dip of Financial Planning to further enhance the technical solutions we can provide to those in our community.
I grew up in Brisbane and my family moved to the Tablelands when I was 13 and I have stayed here ever since. I am passionate about travelling and have been to many places across Australia and overseas, with many more trips planned in the future. I am also a Commissioner for Declarations and happy to help people in this regard as needed.
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 other staff members.
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, volunteering with Atherton Girl Guides for 25 years and the Women’s Centre for 10 years. I love to sew and you’ll always see my craft at the local shows.