Travis is a Certified Financial Planner (CFP) with more than 20 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 18 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 29 years experience in the Financial Services industry.
Whilst Mike held a strategic financial planning role for the majority of this time, he is now focussed on both our marketing and client services which ensures that his broad industry experience is still being utilised to the benefit of our clients.
Caitlin has now been with our office for more than 12 months in her joint role as a Paraplanner and Client Services Manager. Caitlin works closely with the Financial Planners and staff to ensure that timely and quality outcomes are provided to our clients.
Oriana has over 10 years experience in the Financial Planning industry. Oriana works with the Advising Team to prepare and implement strategies and provides direct support to clients.
Diana has worked within the Godfrey Pembroke group for 14 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.