Travis is a Certified Financial Planner (CFP) with more than 17 years experience in the Financial Planning industry.
Travis’ depth of knowledge and approach to Financial Planning allows him to gain the trust and respect of a diverse range of clients, from those focused on accumulating wealth, to those entering the pre-retirement and retirement phase.
Steven is a Certified Financial Planner (CFP) with over 15 years experience in the Banking, Investment and Financial Planning industry.
His experience and dedication has awarded him a number of accolades’ including Independent Financial Adviser – Para Planner of the Year in 2002, Securities Institute National Prize for Superannuation Advice and Regulation in 2003 and Securities Institute State Prize for Analysing Company Performance in 2002.
Mike is a qualified Accountant and Certified Financial Planner (CFP) with over 25 years experience in the Financial Services industry.
Whilst Mike held a strategic financial planning role for the majority of this time, he is now our Marketing and Client Services Manager which ensures that his broad industry experience is still being utilised to the benefit of our clients.
Rebekah has over 18 years experience in the Financial Planning Industry, having worked with Advisers and clients to co-ordinate the delivery of all aspects of client service. As Practice Manager she works with the Advisers and Client Service Co-ordinators’ to deliver the best outcomes for all clients and our business growth.
Emily has over 9 years experience in the Financial Planning Industry and has worked with a diverse range of Financial Planners. As Client Service Co-ordinator, Emily works with the Advising Team to prepare and implement strategies and provides direct support to clients with their queries.
Diana has worked within the Godfrey Pembroke group for 11 years and provides Administrative support to the whole team. Her work assists in enhancing the team’s efficiency which flows through to the daily operation of the office and client service.