Michael HoulihanDirector & Representative
With just over 30 years in the financial services industry, Michael brings a wealth of experience in areas including superannuation administration, investment portfolio management, technical services (superannuation and tax), and product management/development. Michael holds a Diploma of Superannuation Management (Macquarie University), a Certificate in Business Management (University of Southern Queensland) and is an Accredited SMSF Specialist Advisor through SPAA (the Self Managed Super Association of Australia).
Ian MorrisonDirector & Representative
Ian has been a financial adviser for over 25 years and has significant experience in providing advice to clients in areas including investment portfolio management, age pension (Centrelink issues) and superannuation management. Ian holds a Diploma of Financial Planning and is a Certified Financial Planner (CFP) as designated by the Financial Planning Association (FPA).
Dorothy LangleyAdministration Manager
With over 20 years with the company Dorothy continues to display her expertise in client management. Dorothy is your first port of call when contacting the company and is a valued team member in her role as Administration Manager.
Jane has been with the business for a little over 3 years in the role of Para planner – being our expert in all technical things relating to financial planning.
Lisa BrophySenior Financial Planner
Lisa has worked in the financial services industry since May 1987. She has found her teacher training invaluable in assisting clients to understand the complexities of the world of finance. Since commencing in the industry Lisa has worked with a number of organisations ranging from accounting practices to a minor bank giving her a broad range of knowledge and experience. From 2002 until 2010 Lisa ran her own practice and in 2013 she joined Australian Money Planners. Many of Lisa’s clients have been receiving her advice for over 20 years as building long term relationships with clients is her main focus.
Backing our senior team in financial planning is a dedicated team of administrators/client service people who have significant experience in both client management and administration of financial planning clients.