Glen has over 23 years experience in the financial planning and life insurance industry and holds a Diploma of Financial Planning and is a Certified Financial Planner® professional.

Kathy has been employed in the financial services industry for over 18 years and during this time she has held various roles including as a Client Service Officer and Administration Manager assisting both Financial Advisers' and clients with enquiries, preparation of Statements of Advice, implementation of recommendations and client reviews.