Office Address122 Summerland Way
Kyogle NSW 2474 AU
Monday to Friday between 8:30am - 5:00pm
Advisers in the office
Mark provides specialist advice on investment and insurance strategies that focus on achieving financial goals. He offers personalised service and tailored financial planning that enables his clients to experience the lifestyle they desire and ensures a comfortable retirement. With a background in community and commercial banking, Mark has over 27 years experience helping people make their financial dreams a reality.
Lisa commenced with the firm in 1991. Her experience and skills involve taxation business services, cashbook training in various software packages and business advisory for commercial businesses. Lisa works across four offices Ballina, Lismore, Casino and Kyogle.
Kerry brings over 15 years’ experience in public practice accounting, specialising in the agriculture, retail and transport industries. Prior to this, Kerry spent 22 years in the banking industry, 10 years as a branch Manager working in regional Australia. Kerry aims to deliver the best service by being proactive and engaging in regular communication with his clients.