Jason has had extensive experience providing all aspects of financial advice to clients throughout Queensland.
Jason is a Certified Financial Planner (CFPÂ®) and holds a Diploma of Financial Planning through the Financial Planning Association in conjunction with Deakin University. He is an Authorised Representative of O'Donnell Kerr Pty Ltd - CorporateÂ Authorised Representative ofÂ Advice Professionals Pty Ltd. Â Jason is a member of the Financial Planning Association.
Simon has a broad range of experience in various roles in the financial planning industry.
He holds a Bachelor of Commerce, majoring in Financial Planning, through Deakin University.Â Simon is an Authorised RepresentativeÂ of O'Donnell Kerr Pty Ltd - CorporateÂ Authorised Representative ofÂ Advice Professionals Pty Ltd. Â He is a member of the Financial Planning Association.
Delanie has worked in a range of financial planning administration positions over a number of years.Â Her current role includes ensuring the smooth working of all administration functions as well as customer service duties.
Marina hasÂ worked in variousÂ administrative positions primarily in the banking and accounting sectors.Â Her current role includesÂ assisting with advice documentation, administration as well as customer service duties.