Authorised Representative of Consultum / CFP®
Glen has over 23 years experience in the financial planning and life insurance industry and holds a Diploma of Financial Planning and is a Certified Financial Planner® professional.
Administration / Paraplanner / B.Arts, DipFP
Kathy has been employed in the financial services industry for over 18 years and during this time she has held various roles including as a Client Service Officer and Administration Manager assisting both Financial Advisers' and clients with enquiries, preparation of Statements of Advice, implementation of recommendations and client reviews.
Kerrie's role involves supporting clients and the adviser with administration services such as applications, amendments, withdrawals and general enquiries. Kerrie is also a Justice of the Peace.