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Find UsBrisbane Pit Crew
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Toowoomba Pit Crew | Wealth Creation | Wealth Preservation | Salary Packaging and Estate Planning | Client Services | Operations | Paraplanning |
 | Colin ArchardManaging DirectorAuthorised RepresentativeColin has been working in the financial services industry since 1977. He is an affiliate member of the Financial Planning Association (FPA), a member of the Australian Institute of Company Directors (AICD) and the Mortgage and Finance Association of Australia (MFAA). Colin has completed a Diploma of Financial Services (Financial Planning), and has also completed and gained qualification in DFP5 Taxation Planning, DFP7 Advanced Investment Planning and Skills Assessment and Advanced Skills Assessment. Colin Archard on 'Having Money'“Your journey to financial freedom must begin with the end goal in mind. You need to know where you want to go and set yourself a target or you simply won’t get traction. In essence, you need to manage your personal finances just as you would a business – understand your cash flow, seek coaching and surround yourself with people who are going to help you achieve your goals. Once you do this, you will start to gain momentum and reap the rewards that come from positive financial management.” |
 | Matt BoxerAuthorised RepresentativeMatt has been working in the Financial Services industry since 2003. He holds a Bachelor of Business (QUT) and a Diploma of Financial Services (Financial Planning), completing the ASIC key competency requirements.
Matt Boxer on 'Having Money'“‘Having money’ gives you the freedom to achieve your goals, even if you had long ago written them off as pipe dreams. It is a means to an end - but without financial means, you will remain tied down by limitations and fear. By strategising, planning, monitoring and maintaining, you can achieve amazing things with what you have and act with confidence to live your life in the present while also preparing for your life in the future. For any financial aspiration you have, positive money management is the solution, and we can help.” |
 | Matthew van DijkAuthorised RepresentativeMatthew has worked as a financial adviser in Australia since 1999 and holds a Foundation Diploma in Financial Planning from Deakin University. He has completed DFP subjects 4 -8 and is presently finalising his Advanced Diploma in Financial Services (Financial Planning), completing the ASIC key competency requirements. Matthew is a Commissioner for Declarations for the State of Queensland. Matt van Dijk on 'Having Money'“One of the great parts of my role as a financial adviser and helping people to have money is that everyone I talk with has their own priorities and ideas on what works and what doesn’t. When you know what you want to achieve in a broad sense, I believe the keystone to a happy and successful outcome is having a balanced approach to what you do. This is because you need to enjoy life today as well as ensure you’re set up to enjoy life tomorrow and into the future.” |
 | Jodie DrakeAuthorised RepresentativeJodie holds an Advanced Diploma in Financial Services (Financial Planning) and is currently completing a Bachelor of Commerce (Economics and Financial Planning). She has been working in the Financial Services industry since 2001, primarily within the retirement planning field.
Jodie Drake on 'Having Money'“There are more important things in life than money. And that’s why it is so important to have an adviser looking after you; someone who cares about your goals and aspirations, and will get you on the right path towards achieving them. Having a positive wealth management plan in place - knowing what your financial goals are and how you’re going to achieve them - gives you peace of mind, so you can spend more time and energy focusing on those things that are important to you. There’s a saying that making money is simple, but not easy. Positive money management means knowing your potential, and having someone advise and support you on your journey toward realising it.” |
 | Michael HepburnTrainee Adviser |
 | Brett MathesonAuthorised RepresentativeBrett has been in the financial services industry for the last 20 years. Over that time he has had extensive experience in providing advice for clients relating to insurances, investments and superannuation. In addition, he has also held a number of senior management roles within large insurance and financial services companies including Tower Life. Brett has completed Diploma of Financial Planning 1, Diploma of Financial Planning 2 and Diploma of Financial Planning 5 Diploma of Management. Brett Matheson on 'Having Money'“‘Having Money’ means taking the right steps to creating a path to financial freedom. ‘Having Money’ is not only something you should consider for your situation today, but your situation well into the future.” |
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