Chris is a Director of the All Finanz Group and is based in our Cairns personal goal is to grow and maintain a successful Financial Services business where he can apply his 20 years experience in the Financial Services Industry, which results in personal growth and financial reward for staff, directors and shareholders.
Her education includes obtaining a Diploma of Financial Services (Financial Planning), achieving Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products Accreditations as well as being accepted as an Associate Financial Planner (AFP) of the Financial Planning Association of Australia.
This means that you as the client can be rest assured that our advice is tailored to your needs and will always put your objectives first.\Professionalism – As qualified industry professionals, you can always expect us to treat you, your information and your objectives, with the utmost professionalism and work with you to achieve those goals.\Ongoing Service – Throughout the entire advice process you can be rest assured that we will always be available to answer your financial queries as and when you bring them to our attention.\Simplified Advice – Our aim is to ensure that every client is an educated client; to achieve this aim we ensure that our advice for even the most complicated transactions is simplified to ensure that the client fully understands the ‘why’, of any financial decision.\Long Term Outlook – Our firm belief is that financial goals are long term in nature.
Project work included market development within the agribusiness export sector and during this time developed a network of international, national and state wide clients while coordinating outward and inward trade missions to and from China, South East Asia, North Africa and South America.
He is responsible for providing and implementing all of the strategic investment, superannuation and insurance advice in the firm and prides himself on forming long and meaningful relationships with his clients many of which have been with him throughout his career.
Jason deals with high net worth clients looking for that full service experience, he provides advice on structuring, superannuation, Self Managed Super Funds, Taxation issues and portfolio management. Jason holds a Bachelor of Commerce Degree (Accounting) from James Cook University, a Diploma of Financial Planning and is a Specialist Financial Planner and a Self Managed Super Fund Specialist with CPA.
Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377. Hunter Partners provide advisory services covering all aspects of Accounting, Tax, Restructuring and Estate Planning.
Nicole is a specialist in the areas of retirement planning and superannuation with an Advanced Diploma of Financial Planning. We are able to discuss all of your Superannuation and Investment goals with you, we can also discuss Self-Managed Superannuation Funds (SMSF) with you.
He has completed a Certificate 3 and 4 in Financial Services (Accounting) in 2012, and recently completed a Post Graduate Diploma in Financial Planning at Deakin University in 2018 and his Diploma of Financial Planning. Denise is an award-winning business professional with more than two decades’ experience in industry development, regional economic development, and business strategy.
Jayne has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Grasso Financial Services has offices in Ayr, Townsville and Bowen. She has worked closely with clients to protect and build their wealth with vast experience successfully assisting clients through the personal insurance claims process.
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