Our team

Andrew has completed both his Diploma in Financial Services (Financial Planning) and advanced Diploma of Financial Services (Financial Planning) with Kaplan Professional. He is currently undertaking further study in Business and Farm Succession to enable him to provide specialist advice in these areas.

Andrew specialises in providing insurance for families and business owners who live in regional Australia. His understanding of insurance and the specific issues you face means you get the most suitable cover in respect to your goals, objectives and personal situation. He strives to provide quality advice, personalised service and practical ideas to deliver superior solutions, not just products.

Services offered

I am authorised to provide advice in the following areas:

• Personal Insurance
• Superannuation
• Budget and cash flow management
• Debt management
• Investments
• Retirement planning
• Centrelink/DVA
• Estate planning

Products offered

I am authorised to deal in the following products:

• Life insurance products
• Superannuation
• Deposit products
• Pensions and annuities
• Retirement savings accounts
• Managed investment funds
• Investment bonds

Debra has been in the financial services industry for over 40 years in senior sales and management roles.

She has worked in financial planning for the past 17 years as financial planner and has an Advanced Diploma in Financial Services (Financial Planning).

Services offered

I am authorised to provide advice in the following areas:

• Personal Insurance
• Superannuation
• Budget and cash flow management
• Debt management
• Investments
• Retirement planning
• Centrelink/DVA
• Estate planning

Products offered

I am authorised to deal in the following products:

• Life insurance products
• Superannuation
• Deposit products
• Pensions and annuities
• Retirement savings accounts
• Managed investment funds
• Investment bonds

“T”, as she is known by her friends and colleagues, grew up in Tasmania where she lived most of her life. Fast forward to 2011, Theresa moved with her now husband to Shepparton Victoria and began her administration traineeship while working for Andrew. Nine years later, Theresa is still working for Andrew as a client service officer and is responsible for delivering services to our clients. Theresa supports clients through their life insurance claim process and new business implementation.

In her spare time, when she is not chasing her two young girls around (who she loves dearly but are a source continuous sleepless nights and hair loss), Theresa loves to go camping out in the bush with her family for some relaxing R&R.