We are excited to announce that Leesa Graham will be joining us as a Financial Planner. Leesa has 10 years of extensive local professional experience and is a Certified Financial Planner (CFP) and Certified Practicing Accountant (CPA). She has a particular interest in Self-Managed Superannuation Funds and is an accredited specialist in this area (SPAA).
Leesa will provide us with an additional knowledge base along with being a fresh pair of eyes to assist us in continuing to provide you with advice moving forward. Over the next 6 months, we will gradually introduce Leesa as another point of contact for you.
Your Existing Support Team
Along with Leesa and Derek, we have a highly skilled team to help you navigate your financial planning decisions.
Ashleigh Morris and Zoe Kennedy are our skilled Para planners working behind the scenes to produce our advice documents and assist with research. Ashleigh has been with Power2 for over 10 years and holds a Diploma of Financial services while Zoe is currently completing a Bachelor of Business and a Masters in Financial Planning.
Sarah Jacobs is our Administration Manager and is expertly supported by Stacey Faulkner and Tamika Werder. Our dynamic team collectively hold a plethora of Business and Financial Planning Degrees and over 27 years of financial planning experience.
We are very proud of the team we have recruited to enable us to continue providing you with excellent service and advice. We think their dedication to continued education, their extensive life experience and their genuine concern for the continued well being of their clients combine to provide an invaluable offering to you, our clients.
BPsych, PGradDip PFP
CERTIFIED FINANCIAL PLANNER® professional
LRS® Life Risk Specialist
Authorised Representative of AFSL 307169