Meet our financial advice team
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.
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.
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.
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.
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.
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.