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

Glen

RUNNER
VEGETABLE GARDENER
CHIEF INVESTMENT OFFICER

Jenny

FITNESS FANATIC
PEOPLE PERSON
FINANCIAL PLANNER

Henry

CRICKETER
CACTUS COLLECTOR
FINANCIAL PLANNER

Rose

MULTI-TASKER
FOODIE
TECHNICAL MANAGER

Ryan

FOOTSLOGGER
ALTRUIST
SENIOR CLIENT ADMINISTRATOR

Sapphire

BODYBUILDER
FELINE FANATIC
SENIOR CLIENT ADMINISTRATOR

Tom

MUSIC LOVER
BLOGGER
CLIENT ADMINISTRATOR

Claire

DOG LOVER
KEEN RUNNER
CLIENT ADMINISTRATOR

Suzie

SCI-FI GEEK
MUMMA BEAR
CLIENT ADMINISTRATOR

Sara

EAGER JOGGER
GLOBE TROTTER
HR CO-ORDINATOR

Mike

GARDENER
REAL TENNIS PLAYER
CONSULTANT