Suite 1, Level 2, 180 Scarborough Beach Road,Mount Hawthorn, WA, 6016
phone 08 9367 6444 emailmounthawthorn@infocus.com.au
Request a callback Book an appointmentKelsea grew up and spent her childhood in the Wongan Hills area. She then went on to spend several years in Perth studying and working. Kelsea relocated back to the Wheatbelt area near Dalwallinu in 2013 and has started her own financial adviser business here. Having grown up in the country Kelsea feels a strong connection with the locals and understands what is important to them.
Kelsea is a passionate financial adviser who is driven by a desire to help her clients achieve their financial goals. She can assist you every step of the way, initially to establish a financial plan and then with ongoing reviews to ensure you stay on track. By establishing long term relationships with her clients, Kelsea will endeavour to make your financial journey as simple and stress free as possible so that you can have a successful financial future.
Chris is a Certified Financial Planner ® who is passionate about helping new and existing clients meet their long-term financial goals and objectives. He holds a Bachelor of Commerce (Financial Planning) from Curtin University and is a Member of the Financial Planning Association of Australia.
Having worked in financial advice since 2000, Chris is a firm believer in providing strategic advice, and can assist clients with any queries surrounding superannuation, retirement planning, Centrelink, aged care, SMSF’s, investments, personal insurance, tax planning and business planning.
Chris has specific expertise in GESB (Government Employees Superannuation Board) and understands the unique nature of some of its funds, particularly Gold State Super and West State Super members, and is extremely well placed to assist both current and former WA Public Sector employees with their needs.
John was raised in the heart of New Zealand’s wine district Marlborough and moved to Perth in 2011 with his wife Stephanie. He is a very passionate person in everything he is involved in. His family consists of Steph and their two fur babies Chuck and Coco. Being isolated in Perth their friends are a huge part of their life.
John really loves to educate his clients to take a genuine interest in their finances, so he can guide them to make positive changes, helping clients achieve their goals and seeing the possibilities is one of the most rewarding parts of his position.