Accredited Aged Care Specialist, Dip FP, CFP, (C.Dec)
Paul wears his heart on his sleeve, his approach is always with open honesty, empathy, kindness and humour. These traits ensure his client’s experience less stress and concern during this considerable life change as he understands the toll it can have on the person and all family members involved.
He started his business within the Financial Services sector in 2001, with his passion focused clearly on servicing his client’s needs with personal, professional and caring attention. Claims have always been at the pinnacle of his work, being there for each and every one of his clients at this moment in time, to facilitate a smooth and easy process.
His own experience with a near death accident in 1993 has taught him the importance of having the right insurance in place at the right time. Having personal experience on both sides of the fence has been a real asset and gives him hands-on knowledge and empathy for each of his clients.
David is married with 2 children and enjoys living on their hobby farm procuring food and creating a life that they have always dreamed of.
Mike has been in the financial services industry for the past 34 years. He spent nine years with AXA and 16 years with ING (now OnePath/IOOF). Mike worked in management for both companies and holds a Diploma of Financial Planning 1-6.
Mike then started his own advice business in 2010 with his wife Donna and was Joint Director, Business Principal and Authorised Representative of MF & DM Donohue Pty Ltd, which traded as WealthNext. His was a hands-on role as a corporate authorised representative and he draws from his extensive years of experience and brings that experience to the AFAN team.
Mike recognises that success does not happen by accident. It happens when you set goals, plan carefully and make informed decisions based on the advice of a financial services firm with a proven track record of success.
Personal Risk Adviser
Steve is a personal risk adviser. He looks after all aspects of personal insurance such as income protection, trauma cover, life insurance and total and permanent disablement cover. He can also help you sort insurances under your superannuation and give advice on your super.
Steve helps clients achieve their objectives, he provides practical advice and helps them get their cover sorted from start to finish, and most importantly at claim time!
Steve is a Member of the AFA (Association of Financial Advisers) - Member Number 519263.
An experienced financial planner, Liz has been in the financial services industry for over 20 years and became a licenced financial adviser in 2011.
Liz was recognised as one of the top emerging advisers in the country, being selected as a Top 20 finalist in the Association of Financial Adviser’s (AFA) Rising Star Award in 2013 and nominated for the licensee’s professionalism award in 2018 & 2019.
Liz loves helping people to plan for a happy and comfortable retirement. She is very well organised and knows what steps are needed and how to apply the processes to help clients realise this goal.
Head of Financial Planning - Queensland
Gordon West is a Senior Financial Adviser with more than 30 years’ experience working in accounting, banking and financial services.
Gordon holds degrees in both Economics and Commerce (Accounting) from the University of Queensland, qualifications in Financial Planning and is a Justice of the Peace.
Gordon’s area of speciality is retirement and superannuation, he is experienced and knowledgeable in investment, wealth protection, self-managed super funds and estate planning.
ADMINISTRATION & CLAIMS PROCESSING
Celeste is the absolute epitome of a discreet, professional and caring Executive Assistant. Her presence is calm, efficient and reliable, she has a solid background in office administrative, maintains a high degree of professionalism, is strongly focussed on confidentiality and has a quiet knowledge of where one fits in the higher scheme of things.
Celeste and her husband have a son in Brisbane and a daughter in London. Celeste enjoys babysitting their grandsons, travelling and is committed to the community and volunteer work.
Nancy has over 20 years’ experience working in financial services practices. She really enjoys engaging with our clients and will help you feel comfortable as well as answer any questions you have around administration and support.
Her experience is invaluable particularly in regard to client file management, compliance, systems and processes development.
Nancy is a Mum and a Grandmother, she has a son and a Grandson and hoping there will soon be more grandchildren on the way.