About Maroochy Financial Services
Welcome to Maroochy Financial Services. We are a financial advisory business providing proven strategies and solutions to satisfy the financial needs of our clients.
As professional advisers, we have the training, technical expertise, support team and practical experience that will give you confidence in our ability to deliver.
Our Philosophy
Our philosophy is to empower you to achieve the financial outcomes you need, without requiring you to become the expert. This involves helping you understand your lifestyle dreams and putting in place the necessary plans and structures to help you achieve these goals, whilst protecting the financial wellbeing of those that you care for, now and into the future.
Together, we will plan and implement an appropriate financial strategy that is flexible to your changing needs over time. We have a consistent record of assisting clients to achieve their financial goals and believe this is underpinned by three core components:
- Trust – The trust our Clients place in us is critical to a strong, long-term working relationship.
- Strategy – Designing a strategy especially for you is our core strength and where we add significant value to your financial situation.
- Performance – Our ability to perform to your expectations is critical to our future success.
Our Team
Simon Paterson
Director and Authorised Representative
Simon has been a Financial Planner since 2000 and is a member of the FPA. Simon also specialises in transition to retirement strategies….
Tim Kirkham
Accredited Mortgage Consultant and Authorised Credit Representative
Tim has been with Maroochy Financial Services since 2015 and is a member of Finance Brokers Association of Australia.
Jade Bourke
Paraplanner
Jade has been with Maroochy Financial since 2006 and has significant experience in working within the Financial Services sector.
Tom Burnett
Administration Assistant
Tom joined Maroochy Financial Services in 2012. Tom provides administrative assistance to the planners….