- is a qualified financial adviser committed to ongoing education and training,
- can give you access to quality financial solutions,
- will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend, and
- is an Authorised Representative of Consultum Financial Advisers Pty Ltd
Authorised Representative of Consultum / MFinPlan / CFP®
I was born on the Tablelands and, after a 15-year career as an Army logistics officer, I began advising clients in 2005 in a small firm (Donnelly Money Management) in Melbourne. I did my apprenticeship in the big smoke and then moved back to the region with small kids in 2009. I was a stay-at-home-dad for a few years while working part time as an adviser and an ARES officer. I have a Masters in Financial Planning and am a Certified Financial Planner member of the FPA. I love dispelling the many hyper myths for clients and then coaching them through life. I live in Yungaburra with my wife, Tiffany, and my young kids. Like other regional professionals, Tiffany and I are very active in our community, including P&C, Junior Soccer and supporting other organisations and charities.
Authorised Representative of Consultum / AFP®
I started my practice in Atherton in 1989 after a career in banking. I am an AFP member of the FPA and also a Commissioner for Declarations. I completed further studies in self-managed superannuation funds, risk insurance planning, understanding financial markets, superannuation and wealth protection. I love nothing more than making the complex simple for my clients, which I believe has driven my success.
Customer Services Manager
I’ve been looking after our clients' administrative needs for more than 25 years with James. I grew up on cattle stations in the region and my family still work the land today. This gives me a lot of common ground and shared history with many clients, which is a key reason they’re happy to stop in for a cuppa and a chat! I have two grown sons and two beautiful grandkids that I spend as much time with as I can.
I’m a local lass and joined the firm in 2006 and have a varied role ranging from preparing client portfolio reviews to bookkeeping, and supporting Martha. While I don’t spend much time in front of clients, I know my contribution is valued given the fact we have so many long-time clients. My husband, Kerry, and I, have also owned and operated Mather Plumbing for many years, and many of the skills I’ve learned running our business have certainly translated into extra help for the firm’s clients over the years. Kerry and I have two grown daughters, both out of the nest. I have also been actively involved in the community, managing Atherton Girl Guides for 22 years and the Women’s Centre for 8 years. I love to sew and you’ll always see my craft at the local shows.
Associate Adviser / Paraplanner / LLB / AdvDipFinServ(Plan) / Accredited Aged Care Professional
I grew up on the Atherton Tablelands and joined the firm in 2017 as an Associate Adviser. Before this, I worked for ten years’ as a Paraplanner and in other supporting roles in financial services. As well as broad experience in financial planning, my previous roles have involved tax, bookkeeping and administration. I received my Law degree at JCU in 2019, which will help me as an adviser to provide better outcomes for our clients. One of my particular areas of interest is aged care. I’m an ‘Accredited Aged Care Professional’ with Aged Care Steps, which helps me stay up to date on this increasingly complex and in-demand advice specialisation. My other focus is preparing Personal Risk Management Strategies (including insurance solutions) for our clients. In my spare time, I love spending time with family in our beautiful local surrounds as well as hiking and camping.
Client Services Manager
Alisha joined our team in 2018 and brings with her many years’ experience in customer service and administration. Alisha grew up on tablelands and is passionate about travel – she’s visited many places throughout Australia and has been to America three times to multiple destinations, with many more trips planned in the future all over the world. One of her favourite places to be is at conventions celebrating the TV show Supernatural. She is currently studying to become a Commissioner of Declarations with hopes to complete future study in financial planning.