David Southwood CFP®, DipFP.
David has worked in the financial services industry for over 23 years. David has previously worked in a range of financial planning and management roles for high-profile organisations including the Commonwealth Bank and QSuper/QInvest. David has achieved the highest professional designation in financial planning - Certified Financial Planner (CFP®) and is a member of the Financial Planning Association of Australia. With his qualifications and extensive experience, David brings a wealth of knowledge to help his team assist clients with their varied financial needs.
Owen Hume CFP®, SA Fin, DipFP, B.Ec
Senior Financial Planner
Owen has worked in the financial services industry for two decades. Prior experience include positions with a major Queensland Industry Fund, a Financial Planning practice specialising in retirement planning, and within one of Australia's leading financial services and insurance organisations. Owen holds a Bachelor of Economics degree and the Diploma of Financial Planning. In addition Owen has achieved the highest professional designation in financial planning - Certified Financial Planner (CFP®) and is a member of the Financial Planning Association of Australia and is an Accredited Age Care Professional. With his qualifications and experience, Owen brings a wealth of knowledge to his clients to assist them with their varied financial needs.
Catherine McLaren ADipFS(FP).
Cathy has over 20 years’ experience in the financial services industry. Her expertise is in wealth accumulation and protection, and superannuation. Cathy holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association of Australia and Women in Super. Cathy has held industry relevant roles including Team Leader in Administration, and more recently a Senior Account Manager and is now enjoying a fulfilling role as a Financial Planner. With Cathy’s exposure to these roles this has helped her to develop a strong technical foundation as well as a practical knowledge to best service her clients.
Antonio Perez ADipFP.
Antonio entered the financial services industry in 2012 as a successful candidate through the AMP Horizons Graduate program. Since graduation, Antonio has worked with several Financial Planning practices polishing his skills in the provision of comprehensive goals based Financial Planning advice. Antonio is passionate about the delivery of quality, tailored advice and always maintains the best interest of his clients at the forefront of each and every piece of advice being considered. Antonio is a member of the Financial Planning Association of Australia and achieved Advanced Diploma in Financial Planning status as well as SMSF accreditation and is aspiring to undertake further tertiary education in his pursuits for professionalism status within the industry.
Jim Atley Dip Fin Ad, QA Accred.
Jim has worked in the financial services industry for over 14 years, and holds a Diploma of Financial Advising with Finsia and is quality Advice accredited. He is an associate member of the Financial Planning Association of Australia. Jim’s initial background was in running a small business. He then worked holistically as retail Financial Planner as part of the MLC Garvan group, before joining Maritime Super as their Financial Planner for Queensland and Northern Territory, specialising in retirement planning. With his qualifications and experience, Jim brings a wealth of knowledge to assist clients with their financial needs.
Melissa Millard DipFP
Manager - Business Implementation
Melissa leads the Business Implementation team and has been with us for 3.5 years. She holds a Diploma of Financial Planning and is currently undertaking Business Management studies as well. Melissa has worked in the financial services for over 11 years. Her expertise is in insurance, superannuation and managing client services for Financial Planning Practices in all aspects of the financial planning business. Melissa feels that most rewarding part of her role is leading a team that have a strong commitment to delivering exceptional service and making the difficult easy to ensure client satisfaction. “I love working alongside like-minded people who are focussed on making a real difference in the lives of their clients."
Sam Smilie DipFP.
Sam is originally from New Zealand and is an avid traveller. She is very passionate about the financial planning industry and enjoys helping our clients reach their financial goals. She prepares the Statements of Advice and works closely with our Financial Planners to complete the process of advice. She has been working in the team over the past two years. Whilst learning on the job Sam has also completed a Diploma of Financial Planning and will also be continuing with further studies commencing her Degree of Financial Planning in June 2018. “I like that I can support the financial planners in helping people sort out issues they may have with their finances. Each day presents new interesting challenges which allows me to broaden my knowledge.
Business Implementation Officer
Kate joined the Skylight team last year after moving from Toowoomba. Previous experience includes roles in a family owned Financial Planning practice and larger institutions. This has given Kate invaluable experience in assisting our Financial Planner across a wide range of our clients’ needs, especially insurances, investments, superannuation and social security. She brings a hard work ethic and down to earth approach. This allows her to relate to our clients to take to the pain out of implementing their financial solutions.
Kylie Whiteman DipBM.
Business Implementation Officer
Kylie is our newest member of the Skylight team. She holds a Diploma of Business Management. Previous experience includes customer relations roles with leading financial institutions as well as customer service roles in the fashion industry. She has a strong focus on being able to connect to our clients to assist them in outlining their needs from the planning team. Her bubbly personality, infectious smile and passion for helping others makes her an asset to Skylight and their clients.
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