Qualifications
& Memberships
- Masters Financial Planning
- Certified Financial Planner
- Kaplan Self Managed Super Fund
- Certificate of Superannuation Management
- Advanced Diploma Financial Planning
- Diploma Financial Planning
- Financial Planning Association of Australia
- Financial Ombudsmen Service
Areas of
Expertise
Aged care
Insurance
Self Managed Super Fund
Superannuation
Wealth Creation
Meet our team
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Simon Raines
Senior Financial Planner
In his role as a Senior Financial Planner, Simon is responsible for developing…
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Serena Palmer
Financial Planner
Serena specialises in personal protection, superannuation consolidation and…
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