Our team

 

Graham Steadman

I am married and live in Brisbane with two young children. With my wife and I working full time in addition to raising children, I appreciate the pressures of finding a balance between work and family life. Due to societies busy lifestyles, it is common to put aside planning on your current and future financial needs, however many people never address this until it is too late. My investment experience started in my teenage years with a small exposure to shares and then at age 20, I started my property journey acquiring several investment properties in Australia and overseas. I am passionate about money management & investments no matter how small, all to create wealth and passive income. I have been self-employed for many years and understand business structures in addition to trust structures to hold your assets and distribute income. 

Considering I personally own investment properties, invest in shares and managed funds, have trust structures in place and own and run a business, I believe I can add a considerable amount of value for my clients due to my hands-on experience rather than based on theory. I understand that investing $1,000 is insignificant to some people yet it is a huge amount to others. My approach to helping you achieve your goals is based on your current financial position and what you feel comfortable to do in order to achieve them. It is not based on over committing yourself.

I am a member of the Financial Planning Association and AMP Financial Planning Association and have completed studies including the Advanced Diploma of Financial Services, Diploma in Financial Markets and achieved one of the highest levels in the financial planning profession of Certified Financial Planner.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Superannuation
  • Wealth management
  • Debt management
  • Wealth protection
General advice I provide
  • Banking solutions
  • Estate planning
  • Salary packaging
  • Group insurance
  • Company insurance
Qualifications
  • Advanced Diploma in Financial Services
  • Diploma in Applied Finance
  • CERTIFIED FINANCIAL PLANNER TM certificant
Memberships and Associations
  • Financial Planning Association (FPA)
  • AMP Financial Planning Association

Sherri Coogan

With a background in accounting, I moved into financial planning to assist everyday Aussies in obtaining control of their financial future. I enjoy the process of assisting my clients to understand their current situation and develop a plan that is easy to follow and understand.

The work I do allows my clients to know that their hard earned money is being used effectively to build wealth and we work together to monitor their progress towards milestone achievements such as being debt free or retiring. I am dedicated to assisting my clients in making educated financial decisions so that they can afford what is important to them.

I am a member of the AMP Financial Planning Association and have a Bachelor of Business and Diploma of Financial Planning. 

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
  • Wealth management
  • Debt management
  • Wealth protection
General advice I provide

 

  • Small business advice
  • Banking solutions
  • Estate planning
  • Salary packaging
  • Courtney Crawford 

    I thrive on helping people make smart decisions about money so they can build and protect their wealth over time. I believe that taking control of your money is the first step towards financial freedom and am passionate about helping my clients to manage and eliminate their debt and build their wealth while maintaining their lifestyle.

    Coming from an economics background, I love modeling and developing strategies to get my clients where they want to go. I help my clients set goals and achieve them, working side-by-side with them the whole way.  I believe that good financial planning balances the now while planning for the future. 

    I have a Bachelor of Economics, Graduate Diploma of Financial Planning and am a member of the Financial Planning Association.

    Advice I specialise in

    • Debt Management
    • Cashflow Planning
    • Wealth Management
    • Superannuation
    • Wealth Protection
    • Investment Planning
    • Retirement Planning

    General advice I provide

    • Small business advice
    • Banking solutions
    • Estate planning
    • Salary packaging