Our Team - Financial Services
George Ewing joined our firm in July 2009, and has been in the industry since 1994. George is a member of the Financial Planning Association of Australia (FPA) and is a CERTIFIED FINANCIAL PLANNER. George is an accredited Self Managed Super Fund (SMSF) Adviser.
Stephen Trott joined our team in January 2011 in the role of Senior Financial Planner and has over 15 years’ experience providing financial planning advice and guidance to clients. Stephen has a Bachelor of Business degree majoring in Accounting and Graduate Diplomas in both Financial Planning and Applied Finance and Investment. Stephen is a Fellow of the Financial Services Institute of Australasia (FinSia).
Stuart McGilvray joined our firm in January 2008 in the role of Financial Planner. Stuart has been in the banking & finance industry since 2001. After completing his Diploma of Financial Planning in 2006, and his Bachelor of Business in Financial Planning (RMIT) in 2010. Stuart is now studying his CFP program.
Kerry Gargan joined our firm in July 2004 as our Client Services Manager and has been employed in the financial planning industry for 18 years.
Chelsea Davies joined our firm in February 2005. Chelsea is involved in our Marketing Team, as well as taking on the role of Administration Officer.
Hayley Gardiner joined our firm in May 2010 as a Paraplanner. Hayley is currently completing a Commerce & Arts Degree.
