Professional advisors with the training, support and experience to deliver.
Debt Management
How much of your debt is really working in your interest? While some debt can help boost wealth, some can put a massive and unnecessary drain on your finances.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
Wealth Protection
Insurance is the foundation of all financial plans. ClientComm, Financial Planners can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Our Team
Simon has been a Financial Planner since 2000 and is a member of the Financial Planning Association.
Simon enjoys working with clients and providing them with practical advice that has meaningful outcomes throughout all lifestages.
Simon also specialises in transition to retirement strategies to assist clients preparing for retirement.
Tim has been with Maroochy Financial Services since 2015 and is a member of Finance Brokers Association of Australia. Tim has 30 years experience in the finance and banking industry. Tim enjoys assisting clients with developing strategies to reduce their debt quickly and to achieve their financial goals.
Jade has been with Maroochy Financial since 2006 and has significant experience in working within the Financial Services sector.
Jade is fundamental to our business. Her primary role is in the areas of Advice and Compliance.
Tom joined Maroochy Financial Services in 2012. Tom provides administrative assistance to the planners as well as customer service to our clients.