Sandy Gosper, Senior Financial Planner
Graduate Diploma Financial Planning, CFP®.
Sandy Gosper is our Senior Financial Planner, bringing over 25 years of experience to the team. Sandy's primary focus is managing client relationships and providing sound financial planning advice and counsel while working closely with all members of the team to exceed client expectations.
Sandy is dedicated to discovering her client's needs and concerns and demonstrating appropriate financial solutions to meet those needs. Sandy's friendly and caring approach, combined with her extensive financial planning knowledge and proactive communication, makes her a trusted advisor to her clients. Sandy's qualifications demonstrate her commitment to professional development and adherence to ethical standards. Her expertise extends to providing financial advice to clients transitioning into aged care. Sandy's wealth of experience and dedication make her the ideal advisor to help individuals and families reach their financial goals.
With her wealth of experience and dedication to her clients, Sandy is a trusted advisor who can help individuals and families achieve their financial goals.
Justin O'Malley Jones, Financial Planner
Justin O'Malley Jones is a dedicated financial planning professional who takes pride in getting to know his clients and understanding their unique circumstances. With years of experience in the financial services industry, Justin has gained a deep understanding of its complexities and challenges.
Justin's expertise spans various aspects of financial planning, including risk tolerance, wealth creation, retirement goals, financial planning, and retirement planning. Over the years, he has provided personalised financial planning services to numerous clients, helping them navigate the constantly changing economic landscape and achieve their financial objectives.
Justin holds a Bachelor of Economics from UNSW and a Graduate Diploma in Financial Planning. He has successfully completed all requirements as guided by the Financial Adviser Standards and Ethics Authority (FASEA), demonstrating his commitment to providing top-quality financial advice to his clients. With Justin as their trusted advisor, clients can rest assured that they are in capable hands and that their financial goals are within reach.