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Our advisers are all qualified, registered professionals who pride themselves on making a real difference to people’s lives. They know what they’re talking about, and they’re happy to share their knowledge with you. You don’t need to be an expert, because they are.

Gareth Croy

Managing Director

One of the first things I ask my clients to do is write down their goals. This keeps them focused by reminding them of what they’re working towards, and helps them recognise their success when they achieve it.

I offer my clients comfort and support on their journey. I understand them and their goals, and I make sure they understand the proposed strategies and solutions I have recommended. My expert knowledge guides them to achieve results they would not achieve on their own.

I follow my own advice and write down my goals too. My own 10 year financial goal is to make 500 clients at least $1,000,000 each.  I’m on the way…

Qualifications:

  • Bachelor of Property
  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management.
  • Certificate IV in Property Services
  • Certificate IV in Training and Assessment
  • DFS6 – Advice in Self Managed Superannuation Funds

Memberships

  • Association of Financial Advisers (AFA)
  • Mortgage & Finance Association of Australia (MFAA)
  • Real Estate Institute of Queensland (REIQ)
  • Institute of Company Directors (IOCD)
  • Turnaround Management Association (TMA)
  • CPA Australia (CPA)
  • Tax Practitioners Board (TPB)

Services/products 

Financial Planning | Lending | Property


Lisa Croy

Managing Director

I firmly believe that all Australians should have a plan for building their wealth.  Unfortunately, far too many spend more than they earn and are battling bad debt.  Or they are “comfortable” but don’t know how to take the next step forward to create financial freedom.

I’ve spent 25 years helping many take that first step. I work towards understanding their short and long term goals and dreams, so I can apply my knowledge, products and solutions to help them achieve these goals.

We’ll start by writing the goals dividing them into a wish list for purchases, a bucket list for dreams, and time based goals. 

Qualifications

  • Advanced Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management.
  • Certificate IV in Property Services
  • Certificate IV in Training and Assessment
  • DFS6 – Advice in Self Managed Superannuation Funds

Services/products

Financial Planning | Lending | Property


Trent Cripps

Director – Property Advice

I am exceptionally passionate about helping people achieve their goals. Most people I see have taken a passive approach to their financial futures, accepting whatever comes their way. I help them see that simply working in a job isn’t going to be enough to fulfil their goals or dreams. They need a personalised strategy to achieve their ‘big picture’ goals in addition to giving them future financial security.

My number one tip is - don’t be an emotional investor. You need to have a strategy and due diligence scorecard around your investments so you can sustainably repeat the process. 

Qualifications

  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • REIQ Certificate of Attainment (Property)

Services/products 

Property 


​Simon Podger

Director - Lending

After 10 years in financial services, I still enjoy the buzz of being a part of a team that helps clients achieve their financial goals. Finding the right loan for each client can make the world of difference to their overall financial position.

My number one financial tip for clients is to never lose sight of your big picture goals, and remember to consider how every decision is helping you get a step closer to achieving them. 

Qualifications

  • Masters of Business Administration
  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management

Professional memberships

  • Mortgage & Finance Association of Australia

Services/products

Lending


Jason Zinner

Financial Adviser

I do what I do because I genuinely want to help people change their lives for the better. My own family went through some rough times and I believe this helps me to understand and relate to people who may be doing it tough and don’t believe they can change their future for the better.

I enjoy learning people’s stories, finding out what is important to them, and what they are afraid of. It is important that clients feel comfortable enough to talk to me, so that I can provide financial advice that is created just for them.

My wife and I follow my number one financial tip – don’t spend more than you earn. We invest in property and our goal is to generate a passive income to allow us to travel more and to secure our family’s future.

Qualifications:                          

  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management

Services/products:

Financial Planning


Daniel Philben

Financial Adviser

My clients rely on me to make their financial world simple. We start by drawing the big picture – what do they really want to achieve financially? 

When they get caught up in the day to day grind of life, I’m here to give them clarity on their goals, and remind them to stay focused on achieving them.

It’s difficult for most of my clients to get their head around banking, policy, lending, insurance, super, structures, terminology and the like. But with me on their team, they don’t have to. I have it all covered – and I’ll explain it all in simple terms.

Qualifications

  • Certificate IV in Mortgage Broking
  • Diploma of Financial Services

Services/products

Financial Planning