Your Team
Your advice team are highly qualified with both University and post graduate qualifications in financial planning and accounting. Your adviser holds the internationally recognised Certified Financial Planning designation, and has a background in tax advice.
Your adviser is a member of the Financial Planning Association and abides by its Code of Ethics and Rules of Professional Conduct.
Your advice team are highly qualified with both University and post graduate qualifications in financial planning and accounting. Your adviser holds the internationally recognised Certified Financial Planning designation, and has a background in tax advice.
Caroline Bell – Principal
Since 1993, Caroline has been providing tax and financial advice in chartered accounting firms and boutique financial planning practices.
Margaret Coulter – Client Service Administrator
Margaret started her career with Summerhill Financial Services in July 2008 and has since completed a Certificate III and IV in Business Administration.
Your advice team are highly qualified with both University and post graduate qualifications in financial planning and accounting. Your adviser holds the internationally recognised Certified Financial Planning designation, and has a background in tax advice.
Your adviser is a member of the Financial Planning Association and abides by its Code of Ethics and Rules of Professional Conduct.