The Taree Team

Arron Russell

Financial Planner

Qualifications (Finance related)

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

Professional memberships 

FPA – Financial Planning Association

Professional designations

Financial Planner AFP (FPA)

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