Brady joins us as an Associate Advisor, bringing a wealth of knowledge and a fresh perspective to our growing practice. Brady recently completed a Bachelor of Business, majoring in Financial Planning and Accounting, and has gained valuable experience working in client services roles within the financial planning industry…
Sharon has been with our business and looking after our clients since the beginning, back in 1997. Her customer service skills are second to none and she thrives on making sure our clients feel welcome and that their administrative needs are met.
David is returning to the Sunshine Coast after spending some time in Canberra, where he gained valuable experience in client service and management. With his expertise and passion for customer care, David is a fantastic addition to our team.
