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Mark Milton

Mark holds a Diploma of Financial Planning, a Diploma of Business Accounting and an Associate Diploma in Civil Engineering. He is also a member of the Financial Planning Association of Australia.

Mark has over 25 years experience in the banking and finance industry, with over 10 years as a Financial Adviser. Before commencing in the current partnership he was a Senior Financial Planner with the Westpac Priority team offering advice to high net worth clients.

Mark is married with 2 girls and has lived and worked in Brisbane for 43 years, having also spent time working at Gold Coast, Goondiwindi, Toowoomba, and Sunshine Coast. His approach to financial advice is to provide strategies to clients for the different stages of their life. With a diverse client base, Mark's first step is to focus on a client needs and priorities. Then he plans a path to reach those goals strategically.

  • profile-mark Mark Milton DFS (FP), Dip Acct, JP (C/Dec)

    Mark holds a Diploma of Financial Planning, a Diploma of Business Accounting and an Associate Diploma in Civil Engineering. He is also a member of the Financial Planning Association of Australia. Mark has over 25 years experience in the banking and finance industry, with over 10 years as a Financial…

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  • profile-gregory Gregory Klumpp CFP®, Dip FP

    Gregory Klumpp is a Certified Financial Planner®, holds a Diploma in Financial Planning and is a member of the Financial Planning Association of Australia Limited. He has over 21 years experience in the industry.  Before commencing in the current partnership he was an Executive Financial Planner with Westpac Priority Bank working…

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  • profile-adam Adam Hinze DFS (FP), Ass Dip (Bus), Com Dec

    Adam holds an Advanced Diploma of Financial Services and an Associate Diploma in Business. He is also a Commissioner for Declarations and is a member of the Financial Planning Association of Australia. Adam has worked in the Banking & Finance Industry since 1989, predominantly as a Financial Planner. Adam has had…

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  • profile-andrea Andrea Wright Paraplanner

    Andrea has worked for the Westpac/BT Group for a total of 17 years. She worked in the branch network for approximately 13 years in various roles, before moving into the Wealth area as a Planner Assistant. Andrea and her husband grew up in Brisbane and have raised their 2 children…

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  • profile-leanne Leanne Hinze Administration Assistant

    Leanne has worked in the electricity industry since 1988. She worked as an assistant to a Queensland Project and Development Executive within a local government department before moving to the retail industry in more recent times. Since 2006 Leanne has formed part of a dedicated customer service team, focusing upon…

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  • Mary O'Dea Administration Assistant

    Mary has worked in the Finance Industry for 15 years for GE Money and ANZ.  She worked in the Branch and Business Network, in various roles. Mary provides ongoing support for the Advisers and Paraplanning.  Mary is an integral part of a dedicated service team, focusing upon the needs of…

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