BusinessProfileJuly2010.pdfAndrew Poots

Andrew Poots Partner

Andrew holds a Business Degree with an Accounting Major, a Masters Degree in Business administration and is a Certified Practicing Accountant. Andrew has been a Registered Tax Agent since 1993 and is an accredited financial advisor with the Australian Securities and Investments Commission under AFSL number 307169.

Andrew’s experience includes thirteen years in tax, investment and retirement planning and five years as a company accountant. He has been self employed in financial advisory services since 1999 and lives in Mackay with his wife Maree and two daughters.

Peter Jones-Trifelly

Previously the business development manager for lending at Pioneer Permanent Building Society, Peter has 12 years’ experience in the business and finance industry. Peter’s experience allows him to provide sound advice to help you achieve your financial goals sooner.

John Carroll

John is a Mackay local who in his younger years worked in positions which varied from Camera man and editor for Channel 7 to managing hotels in the region. In 1992 he began work in the family business, John Carroll Retravision, where he spent 12 years. John then worked his way through a University Degree followed by further Post Graduate Financial Studies. Upon completion of his studies john did several years “apprenticeship” in the financial planning industry.

John is now a fully qualified Financial Planner and Authorised Representative of Power2. He currently holds a Post Graduate Certificate in Financial Planning and is progressing towards his Masters Degree. Most importantly John has plenty of life experience and lives in Mackay with his wife Veronica and their four children.

Business Profile