Meet The TeamA wealth of experience you can count on
Mike has been in the financial services industry for 27 years. Mike’s previous experience is in teaching and this has added a synergy to his process.
He strives to help his clients better understanding how their planning will protect themselves, their loved ones and their businesses.
Mike began in Financial Services in 1991. Mike is a Registered Financial Adviser, under the Financial Advisers Act 2010, and other associated acts in the legislative framework.
As an RFA Mike specialises in life and health based insurance products, exclusively.
Lyn has worked for Mike and James for 20 years Lyn is well-versed in the needs of clients seeking information or requiring changes to their policies.
Lyn is familiar with individual companies and can deal quickly and effectively with any queries clients bring to her.
Feel free to give her a call if you have any queries.
From a rural background, James has been in the financial services industry for nearly 30 years. Working for a large rural insurer, James started as a financial adviser in his own right in 2001.
James enjoys being active, playing golf, fishing and the gym. He is married to Bronny, and they have two adult children and a teenager.
Whilst cutting his teeth in General Farm insurance, he moved into the broader field of Financial Planning including client investment planning, business and personal insurance risk advice. James is a Authorised Financial Adviser, under the Financial Advisers Act 2010.