Meet our financial advice team
Manager Advice Development
CFP®, LRS® F Fin, GradDipFinPlan, GradDipAppFin, BA.
Justine is the manager of the financial advice team, which includes the Senior Financial Advisers, Financial Advisers, Associate Advisers as well as the Advice Support team.
Financial Adviser
CFP® BBus (Mgmt) Grad Dip Econ Dip FP
Michael has 15 years of experience in the financial services industry and has worked in large corporate finance and superannuation businesses, as well as boutique financial planning firms.
Financial Adviser
B.Fin ADFP AFP
Ben has 15 years of experience in financial services within wealth management, institutional banking and compliance businesses.
Financial Adviser
ADFP
Shiona has worked in the financial services industry for over 12 years. Her speciality is pre- and post-retirement advice which includes strategic superannuation advice, Centrelink and re-contribution strategies.
Financial Adviser
CFP®, DFP, BBus(Banking & Finance)
Ben is a financial adviser with comprehensive experience in large superannuation funds, boutique firms and national advice firms. He specialises in retirement planning advice, insurance analysis, wealth protection recommendations, Centrelink planning advice and strategies to promote wealth.
Financial Adviser
CFP®, DFP, BBus
Tania has more than 20 years’ experience providing personal advice to clients including 13+ years was with Mercer Financial Advice (in Sydney and Brisbane) where she was a Principal Financial Adviser.
Financial Adviser
Dip.FP, CSM, Grad Dip Bus Admin, B.A, C.Dec, AFP
Mark is a financial adviser at ESI Financial Services with 25 years' experience in the financial services industry and a strong commitment to putting his clients' interests first.
Financial Adviser
CFP® MBus(AppFin), AdvDipFP, BBus(Adv)
Laurence has advised clients through a wide variety of strategies, including retirement lifestyle planning, wealth generation through superannuation and non-superannuation investments, tax effective savings strategies, wealth and family protection arrangements, aged care and Centrelink planning.
Financial Adviser
MAppFin, Grad Dip Fin Plan, CPA, BCom
Roxanne has over 20 years’ experience in the financial services industry. Her expertise is in wealth accumulation and protection, superannuation, Centrelink and pre and post retirement planning.