T. 02 4227 3335
F. 02 4227 5553
PO Box 794,
Wollongong NSW 2520
Level 1, 26-28 Market Street,
Wollongong NSW 2500
Office Hours:
Mon - Fri 8.30 am - 12.30 pm
1.30 pm - 05.00 pm
(Closed for Lunch)
ABOUT US
Advisory Services |
Provision of advice regarding issues of a Strategic, Investment or Technical nature. Review of circumstances in the event of change – provision of recommendations
| Paul Fenton Diploma in Financial Planning (Dip FP) Certified Financial Planner 20 years industry experience
Monica Dignan Diploma in Financial Planning (Dip FP) Certified Financial Planner 15 years industry experience Lisa Kovacs Diploma in Financial Planning (Dip FP) Certified Financial Planner 19 years industry experience |
Kath Barker Diploma in Financial Planning (Dip FP) 19 years industry experience
Andrew Bronneberg Diploma in Financial Services Bachelor of Mathematics/Finance (Honours) Bachelor of Finance – completed first year |
Senior Level Administration Services |
Provision of comprehensive, complex administrative support to Advisers and Clients
| Nadine Keefe 13 years industry experience Superannuation Administration Certificate |
Kristy Mielke 6 years industry experience Business Certificate Administration : Level II & III |
Client Service & Administration Services |
Provision of client service and administrative support to Advisers and Clients
Julie Flynn
12 years industry experience
COMMUNITY
As a privately owned and locally based business we are committed to the provision of financial assistance to those in need. To this end, we presently support the following charities, events and organisations.
- Illawarra Cancer Carers
- Access Industries for the Disabled
- Corners for Kids Charity
- Various other charities for children
- World Vision
- Salvation Army
- RSPCA
- MS Society
- Port Kembla Golf Club - Juniors & Veterans Tournaments