Meet our financial advice team
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.
Financial Adviser
Dip. Bus Mgmt, GradDip FP
My values and strengths is a considered, authentic and client focused approach allowing me to provide advice with an optimal level of service built on old fashioned values. I deliver financial advice in a manner that is easy to understand and comprehend.
Financial Adviser
CFP® GradDip FP
Kim is a Certified Financial Planner with over 34+ years in the banking and financial services industry having worked for one of the major big four banks, and with the last 18 years as a Financial Planner.
Kim specialises in pre and post retirement planning including Centrelink, wealth accumulation and protection and superannuation.
Head of Advice
BA(Psy/SOC), Dip FP, MBA
Lindsay joined ESI Financial Services in 2021 as the Head of Advice. He brings more than 20 years of knowledge and experience in financial services and currently leads the Financial Adviser and Associate Advisers of ESI Financial Services, who provide advice to Energy Super members.