Carolyn has completed a Bachelor of Accounting, Diploma of Financial Planning, is a Registered Tax Agent, Justice of the Peace and has attained SMSF Specialist Adviser Accreditation with the SMSF Professional Association of Australia (SPAA).
Carolyn has been in public accounting practice for more than 20 years with extensive experience in all accounting and taxation facets specializing in Small to medium business, individuals, trusts, companies , partnerships and self managed superfunds.
As a partner in the accounting practice for the last 14 years Carolyn has achieved great success in creating long term relationships with her clients through proactive thinking and great communication skills.
Carolyn can provide advice in all areas of taxation and accounting and can create strategies to save tax and create wealth. Also taking into account risk management and asset protection.
DFP, FPA (AFP) - Authorised Representative
Trent has completed a Diploma of Financial Planning through Deakin University and has been in the financial services industry for more than 21 years. Trent has attained SMSF Specialist Adviser accreditation with the SMSF Professionals Association of Australia (SPAA) and is a Practitioner Member of the Financial Planning Association of Australia.
Over the past 22 years Trent has gained considerable experience in a number of varying disciplines. The last 12 years has seen Trent either consulting to financial planning businesses as well as running his own financial planning practice where he has found his true passion and remains to this day.
Specialising in dealing with the Self Employed and pre-and-post retiree clients has led to Trent specialising in Self Managed Superannuation Funds (SMSF's), and as such, prides himself on keeping informed of complex government and industry changes and enjoys solving problems related to tax, business structuring, superannuation and estate planning.
Trent can provide advice across all facets of financial affairs for individuals and businesses, with a view to maximising a client's personal wealth from their business and converting that to a financially secure retirement.
AFP(c) BComm, ADFS (FP) - Authorised Representative
Paul's enthusiasm for his work is highly evident from the first time you meet him. He is passionate and committed to his work and has over 15 years experience in the finance industry. He goes the 'extra-mile' for his clients and takes pride in finding effective solutions for his client's financial needs.
Paul has a Bachelor of Commerce, an Advanced Diploma of Financial Services (Financial Planning) from Deakin University and is a Financial Planning Member of the Financial Planning Association of Australia. With these accreditations and his extensive experience, Paul is well qualified to help clients achieve their personal financial goals. Paul specialises in the development and ongoing management of personalised and comprehensive wealth management programs. Paul specialises in:
- Wealth creation and retirement planning for individuals
- Investment portfolio management
- Personal insurance, including income protection, critical illness, life and total and permanent disability
- Home, investment and business loans
When not at work Paul's enthusiasm and passion is devoted to his family and keeping fit. Paul is the father of two beautiful girls.