Meet Our Team….
Sub Authorised Representative of Alliance Wealth Pty Ltd, representative number 244304 – Jeff has had over 30 years’ experience in the investment advisory and financial planning industry.
Jeff has a passion for the wider community, raising much-needed funds for cancer research and fostering education and training in third world countries.
Following his recent adventure to Tanzania, Jeff commenced a funding program to further the qualifications and earning potential of young people currently engaged in the parks, wildlife and mountain climbing tourism industry.
He is also a very keen adventurer!
From Ciara’s first role as a young Receptionist at a busy planning Practice to her current position, her main goal has been to make a difference in her clients’ financial lives. She believes she can achieve this by designing complex financial strategies made to look simple or simply by helping you with that tedious paperwork.
Since the early 2000s, Ciara has worked with clients all over Australia and contracted to many Financial Planning practices in Perth, specialising in strategic modelling and plan development. Over the years she has developed a special interest in retirement planning and structuring client’s affairs on the diagnosis of disability.
After several years working in Queensland, she realised there is no place like home and is now back enjoying our beautiful beaches and planning her next Margaret River getaway.
Mark is our company’s specialist research analyst and adds a very valuable component to the “back office” for our business when it comes to delivering advice in an “outcomes-based” and compliant driven financial planning world.
Mark, before joining our team, has been a Financial Adviser for 21 years, is a Certified Financial Planner with the Financial Planning Association and SMSF Specialist Adviser with SMSF Association. Mark has a passion for finding solutions to clients’ needs using extensive technical skills and experience gained from his years in the profession.
Mark’s been a keen yachtie, enjoying afternoon racing on the Swan River until moving to Dunsborough WA. Since then the yacht has been replaced by an ambulance with Volunteer Ambulance Officer duties with St John Ambulance WA providing emergency response to the local community taking up a lot of his spare time. With two active school-aged children into surf club, ballet, and soccer, life is never quiet.
Linh has worked in the Finance industry for over 12 years and loves to help people to accumulate wealth and protect family assets, through well designed financial planning strategies. During this time, she has accumulated broad and deep experiences from working in Australia, Dublin and Edinburgh.
She holds a Diploma of Financial Planning with Kaplan and more recently has worked in a boutique financial planning company and then a large flagship wealth management company in Perth.
Linh is responsible for overseeing all aspects in relation to the day to day operations of the financial planning business and insurance operations.
Linh enjoys spending time with her family and game night is the highlight of her weekend.