Whether you’re just starting out in life or planning for retirement, financial planning can put you on the right track to achieving your goals.
We work with you to integrate your financial and lifestyle goals into a single strategy that will create more freedom of choice. As a result, your tailored plan is designed to help you achieve financial success without compromising your lifestyle, so you can get on with enjoying all that life has to offer
MEET YOUR ADVISORS
Anthony started his career in Financial Services in 2006. Anthony loves what he does and is passionate about providing practical and effective solutions to help build and protect your wealth. Anthony holds a Bachelor of International Finance, Master of Commerce (Financial Planning) and a Diploma of Financial Services (Finance/Mortgage Broking Management).
“What I love most about financial planning is walking people through the process of making the right choices and little adjustments today so they can enjoy stability and big payoffs in their future” – Anthony Lane
Call 07 4638 1100 or email [email protected] to speak to Anthony today
David started his career working for the Commonwealth Bank in 1991 in Group Finance and Accounting but quickly changed his career path to public accounting in Taxation and Business Services, Superannuation and subsequently Financial Services. Having been a partner of another accounting firm he joined Cheesman Applegarth and Partners in 2013 as a Partner.
David oversees his team of staff in Financial Services, Superannuation and Business Services. David enjoys working with his clients to progress their business. David is a Chartered Accountant and CPA and holds a Bachelor of Financial Accounting, Masters of Taxation and the Advanced Diploma of Financial Services (Financial Planning).
Jodi started her career in accounting back in 2002 in tax and business services, and became a Partner of Cheesman Applegarth and Partners in 2018. Jodi is passionate about working with her clients as a member of their team. Quality advice, integrity and strong and trusting relationships are paramount. Jodi always strives to be proactive in offering solutions and optimise outcomes for her clients in order to build and improve their business and create wealth. Jodi is a Fellow of CPA Australia, holds a Bachelor of Commerce majoring in Accounting and Finance, and a Diploma of Financial Planning.