Granite Coast

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Meet the team

 

Professionalism begins with qualifications. All our team directly involved in financial planning hold, or are actively working towards, the industry standard Diploma in Regulated Financial Planning. Our view is that this is a starting not a finishing point. We support and encourage staff in the next step, to achieve Chartered Status and additional qualifications, including the Investment Management Certificate (IMC).

Stephen

ART LOVER
EUROPHILE
MANAGING DIRECTOR

Erin

BODYBUILDER
FELINE FANATIC
CLIENT ADMINISTRATOR

Glen

RUNNER
VEGETABLE GARDENER
INVESTMENT MANAGER

Henry

CRICKETER
CACTUS COLLECTOR
ASSISTANT CLIENT TEAM MANAGER

Jade

HORSE RIDER
TRAVELLER
CLIENT ADMINISTRATOR

Jenny

FITNESS FANATIC
PEOPLE PERSON
FINANCIAL PLANNER

Kelly

CHAOS ORGANISER
HAPPY SNAPPER
CLIENT ADMINISTRATOR

Mike

GARDENER
REAL TENNIS PLAYER
FINANCIAL ADVISER

Rose

MULTI-TASKER
FOODIE
CLIENT TEAM MANAGER

Ryan

FOOTSLOGGER
ALTRUIST
SENIOR CLIENT ADMINISTRATOR

Alison

PIANO NUT
CHORAL WARBLER
OFFICE MANAGER