Authorised Representative of Consultum / B.Com / Adv Dip FS (FP)
Ron has been helping and advising clients with Everest since 2002. Ron has experience in the many facets of financial planning and has helped people plan for, and achieve, a secure financial future.
Ron specialises in retirement planning, the investment of lump sums, superannuation, and Centrelink entitlements.
Ron has Bachelor of Commence from the University of Western Australia, with a major in Investment Finance. In addition, Ron holds an Advanced Diploma in Financial Services and a Diploma of Finance and Mortgage Broking Management.
Authorised Representative of Consultum / Adv Dip FS (FP) / SMSF accreditation
Since commencing his financial planning career in 2003, Craig has been partnering with individuals and families to help them map out a clear plan to secure their life goals with clarity and confidence. His extensive experience in many facets of financial planning sees him deliver personalised wealth advice individually tailored to each client’s unique circumstances.
Authorised Representative of Consultum / Adv Dip FS (FP)
Keenan has more than 10 years’ experience assisting clients with their needs and objectives in the Financial Services Industry, strengthened by his background in Stockbroking and Wealth Management.
Keenan enjoys building trusted relationships with clients and gaining an understanding of their values and priorities to provide a high level of service that meets their needs.
Keenan partners with clients to organise and manage all aspects of their financial affairs, including providing advice and implementing solutions in the areas of Strategic Planning, Investment Management, Superannuation, Retirement Planning, Personal Insurance and Estate Planning.
Personally, Keenan enjoys home renovation, playing country football and keeping active.
Louise has been a pivotal member of the Everest Team since 2007, after spending the previous 8 years with Western Pacific Financial Group, our previous Licensee.
Generally regarded as ‘Director of Good First Impressions’ by the Principals, Louise is usually the first point of contact in the office and is blessed with an effervescent and helpful personality.
Louise’s responsibilities include many facets of the operational nature of the practice, as well as keeping the Principals both focussed and on top of clients’ expectations. She is in regular contact with Centrelink to ensure our clients full entitlements are assured and maintains contact with all financial institutions on clients’ behalfs.
Louise is a fitness devotee and attributes her professionalism and positive outlook on her early morning swim each day before work.
Theresa joined the Everest team in March 2019, after working in the financial planning sector for over 3 years.
With a Diploma in Financial Planning, Theresa also has previous experience helping clients with all Centrelink updates, applications and queries to ensure the client’s full entitlements are received. Theresa works together with Louise to support the Principals and assists in maintaining the smooth running of the office.
Theresa loves to take care of her many plants and likes to get creative when she has the chance.