The thrill of creating the right financial strategy for my clients is what gets me up in the morning!

For over twenty years now I have worked within the financial services industry. The majority of my time was spent at Westpac and Macquarie Bank in a variety of roles, with responsibility for providing both specialist banking and investment advice to high net worth individuals and firms.

This experience has helped me develop a specialist knowledge in banking and financial markets that allows me to tailor structured finance and investment plans so my clients can achieve their financial goals sooner … it’s thrilling and has me raring to go each day.

On the educational side, I completed my Masters of Business and Administration at the University of Adelaide, have a Diploma of Financial Planning, am a graduate with the Australian Institute of Company Directors and hold a membership with the Finance Brokers Association of Australia Limited (FBAA).

My home life is busy with five delightfully energetic offspring, Hannah, Ollie, Max, Eddie and Maeve; while my gorgeous wife Megan keeps our home life ticking along seamlessly. In our spare time we enjoy regular holidays down at Goolwa, and for us a great day is filled with fishing and enjoying all the activities the beach has to offer.

Professional qualifications and memberships include:

• Diploma of Financial Planning (International Institute of Technology)
• Certificate IV Financial Mortgage Broking (Kaplan)
• Graduate of the Australian Institute of Company Directors (GAICD)
• Member of the Australian Financial Complaints Authority (AFCA)
• Member of the Financial Association of Australia (FAAA)
• Member of the Finance Brokers Association of Australia (FBAA)

Troy has 18 years experience within the Financial Planning profession, beginning his career as a Trainee Para Planner when first graduating from University. Over that time Troy has spent time in both small financial planning businesses and large corporates, most recently working with AMP.

Troy’s roles over this time have seen him involved and responsible for providing specialist Financial Planning advice to a variety of different people. Troy is passionate about financial planning and helping people take a pro-active approach to taking control of their finances and meeting their financial goals.

Troy is a Certified Financial Planner, the highest possible qualification attainable within the financial planning profession. Troy has also completed a Bachelor of Business at the University of South Australia and a Graduate Diploma in Financial Planning through the Securities Institute.

Troy is married to Kate and they have three young children, Carter, Noah and Charlotte. In their spare time, Troy and his family enjoy new adventures, whether that be attending a sports game, finding a new playground, riding bikes or going on holidays to a new place.

My grandkids call me Big Pop!

Right from the start of my career as an adviser in the financial services industry way back in 1980, I’ve always been driven by the desire to really help people. It’s enormously satisfying to be able to play a part in, and witness clients accomplishing great financial and lifestyle outcomes.

When you get to know me, you’ll realise I really walk the talk. We all work hard and we want to be working hard for something meaningful, and that’s why it’s been such a privilege to work with my clients over this time and guide them in achieving their goals and dreams at each stage of their lives. Life is to be enjoyed, not endured!

I am now taking some of my own advice and slowing down to a shorter working week. This means I get to spend more time water skiing and relaxing on the River Murray with my wife, two children, four gorgeous grandchildren and my great friends, and every weekend is a long one, you’ve got to be happy with that!

Professional Qualifications and Memberships

• Certified Financial Planner (CFP)
• Diploma of Financial Planning (Deakin University)
• Diploma of Life Insurance (Australian Insurance Institute)
• Justice of the Peace (JP)
• Senior Associate (CIP) of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
• Member of the Australian Financial Complaints Authority (AFCA)
• Member of the Financial Association of Australia (FAAA)

A positive difference

I joined the finance industry because it would provide me with an opportunity to make a positive difference to people’s lives. Seven years down the track I feel very privileged being in a position to help my clients get to a better place financially, it’s the best part of my role and makes me extremely happy.

Having grown up in Strathalbyn, I love that I am working where I can give back to the community that nurtured me and I get a real sense of value out of being involved in my local area. I held the position of Secretary for the Strathalbyn Football Club for four years and I currently serve as the Secretary of the Alexandra & Eastern Hills Cricket Association.

On the weekends, I enjoy a round of golf and am very much a test cricket tragic. I appreciate a decent drop of red, especially when shared over good food with friends and loved ones.

Professional Qualifications and Memberships

• Bachelor of Finance (University of Adelaide)
• Diploma of Financial Planning (Kaplan)
• Member of the Australian Financial Complaints Authority (AFCA)
• Member of the Financial Association of Australia (FAAA)

Jack has over 10 years of experience within the Financial Planning profession, beginning his career as a Para Planner when first graduating from University. Over that time Jack has spent time in small financial planning businesses, most recently with Hillross Kent Town and now Wealth Logic. Jack has been involved in providing Financial Planning advice to a variety of different people including individuals and business owners. He takes pride in helping clients to achieve their financial goals.

Jack spends his spare time enjoying a vast array of sport including football, cricket, soccer and motor racing.