Experienced Financial Services
We are a financial planning business based in Maroochydore and have been providing professional planning advice since 1999.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle needs now and in the future.
Meet Our Team
Lance
Director
- Advanced Diploma of Financial Planning
- Certificate IV Financial Services (Finance/Mortgage Broking)
- Diploma of Finance and Mortgage Broking Management
Trena-Jane Rowlands
Marketing Co-ordinator
Trent
Financial Planner
- Bachelor of Arts (Psychology & Journalism)
- Diploma of Financial Planning