New South Wales

Marguerite has a strong accounting and finance background, having worked in these industries for over two decades. She holds a degree in Property Economics, a Post Graduate Degree in Education and Certificate IV in Financial Services (Mortgage Broking). She has also been a business educator in secondary and tertiary educational institutions. She commenced working in seniors finance in 2007.

Australian Credit Licence: 452134
Mobile: 0438 184 785



Peter has over 20 years experience giving finance advice having worked for 2 Big Banks, a Building Society and a Mutual Bank. Peter holds a Certificate IV in Mortgage Broking. He is a past Rotary Club President and the recipient of the Rotary International Paul Harris Fellowship.He is an Accredited Aged Care Professional TM

Australian Credit Licence: 386746
Mobile: 0412 078 785



Paul has worked in the finance industry since 1999. Over the past decade he has focused on the seniors market. Paul has a Diploma in Financial Services (Mortgage Broking). He contributes articles on seniors finance and aged care for The Australian and other media outlets. He is an Accredited Aged Care Professional TM and a Justice of the Peace.

Australian Credit Licence: 3873
Mobile: 0417 595 003


South Australia

Bob is a qualified financial planner and current member of the Financial Planning Association of Australia and the Superannuation Professionals Association of Australia. He holds a Certificate IV Financial Services (Mortgage Broking). Bob’s career in financial services dates back to 1988 and has been involved in seniors lending products since 2006. Bob is an Accredited Aged Care Professional TM.

Australian Credit Licence: 389328
Mobile: 0407 617 807

Mobile: 0408 955 550


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