We have over 23 years experience working together with individual and corporate clients, specializing in Investment & Superannuation strategies and Retirement Planning.
This is just one of the many reasons why this unique Australian owned and operated business is one of Australia’s leading financial planning service providers.
Senior Financial Adviser / Director of WRS
Financial Planner / Director of WRS
Junior Financial Planner
Donna is our Executive Manager based in our Townsville office. Donna’s experience with SMSF clients and administration, as well as a commitment to high quality client service makes her an important part of the WRS team.
Donna has 17 years experience in the financial services industry, having previously worked with Supa-Funds Management before joining WRS.
My family and I moved to Townsville in 2015 after leaving our tiny little outback mining town of Tieri in Central Qld. At the time I was working for Queensland Country Credit Union and was lucky enough to able to transfer to their new signature branch here in Townsville. I left the bank in 2017 to embark on my new career in the financial advice sector. This turned out be an exciting change for me, and I have now been in the industry for the last 4 years.
Courtney is our Client Services Manager based in our Brisbane office.
Courtney is often the first point of contact for our Brisbane clients and has 5 years of experience in client-facing roles, 4 of which were within the financial services industry.
A good strategy is only as efficient as good execution. Courtney does an excellent job of ensuring that those great strategies the advisers provide are executed quickly and methodically.