The Dubbo Team

Tanya Andersen

Financial Planner

Qualifications (Finance related)

Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)

Professional memberships

AFA – Association of Financial Advisers

Jane Davis

Financial Planner

Qualifications (Finance related)

Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Business

Professional memberships

AFA – Association of Financial Advisers

Teresa O’Leary

Financial Planner

Qualifications (Finance related)

Diploma of Financial Planning

Professional memberships

AFA – Association of Financial Advisers

Brad_Luke

Brad Luke

Financial Planner

Qualifications (Finance related)

Diploma of Financial Planning
Certificate IV Financial Services (Finance/Mortgage Broking)

Professional memberships

AFA – Association of Financial Advisers
FPA – Financial Planning Association
SMSF Association (SPAA)
NSW Business Chamber

Professional designations

CFP – Certified Financial Planner (FPA)

Susan Pithers

Mortgage Consultant/Debt Specialist

Qualifications (Finance related)

Diploma of Financial Planning
Certificate IV Financial Services (Finance/Mortgage Broking)
Advanced Diploma of Accounting
Diploma of Financial Services (Finance/Mortgage Broking Management)

Professional memberships

MFAA – Mortgage & Finance Association of Australia