Ross has worked in the accounting and finance industry for over 30 years.
Having completed a Bachelor of Commerce and a Diploma of Financial Planning, Ross is both a Certified Practicing Accountant and a Certified Financial Planner. He has been a principal of the business since its establishment in 1999.
Ross has a passion for helping clients understand financial complexity and specialises in retirement planning and aged care advice. Away from the office Ross is heavily involved with his local football club, and loves spending time with his wife and three adult children.
Tim has over 26 years of experience in the finance industry having spent the first 10 years of his career with the Australian Securities and Investment Commission (ASIC).
He became an adviser in May 2003 and is a Fellow Chartered Financial Practitioner (FChFP) member of the AFA and a Financial Planner Member of the FPA. He has a great interest in global markets and works closely with clients accumulating for retirement.
At home he is a busy husband and father of two boys and therefore spends may hours providing a taxi service to sports and other activities.
Jess commenced with us in February 2009. She holds a Bachelor of Commerce, majoring in Accounting, Finance and Financial Planning and is also a Certified Financial Planner.
Jess has been advising clients since 2013, focussing on personal insurance, superannuation and investment. She brings to this a passion for setting and achieving goals, something she has done in her own athletics career, having represented Australia at the Glasgow Commonwealth Games and the World Athletics Championships in Beijing.