BLUE TREE FINANCIAL PLANNING - Key Persons
Dan is originally from England and built a managerial and banking background in the UK before emigrating to Australia in 2009, where he now calls Queensland home.
Dan graduated from the University of Reading in 2003 with a Bachelor of Arts and has continued his pursuit of knowledge; completing his Graduate Diploma in Financial Planning and specialist accreditations in both Margin Lending and Self-Managed Superannuation Funds.
Dan specialises in retirement planning, superannuation, investment, and personal insurance advice.
Justine is the Practice Manager at Blue Tree Financial Planning and has worked in the financial services industry for 14 years. She has specialised in financial advice for the last 9 years. Justine works with the team to ensure that we are ahead of the curve when it comes to innovation and finding the most efficient way to accomplish our client's goals. She provides leadership, training and support to our team with a focus on change management and compliance.
Job Titles:
- Senior Insurance Specialist
Kathy is the Senior Insurance Specialist at Blue Tree Financial Planning, she has been working in the Insurance industry for over 35 years. Kathy works closely with our clients to ensure they are supported, especially in times of need.
Kathy helps our clients with claim requests, insurance adjustments, annual renewals and is passionate about getting the best outcomes for our clients.
Job Titles:
- Advisor
- Financial Planner
Marri Elliott is a highly experienced advisor with expertise in retirement planning, investment, and personal protection. She has worked in the financial services industry for over a decade and worked previously as an attorney specialising in commercial transactions and finance law. Marri holds specialist accreditations in both Aged Care and SMSF. She believes in building a sincere connection with her clients and is passionate about helping them to achieve true financial security.
Matt has been working in the financial services industry for over 15 years and is a member of the Financial Advice Association Australia. He holds a Masters in Financial Planning and was recognised with an award for academic excellence by Griffith University where he has since been engaged to teach the next generation of financial advisors. Matt also has a Graduate Certificate in Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning and has specialist accreditation in Margin Lending and Self Managed Superannuation Funds (SMSF). Matt works with a select number of clients to deliver a premium service, ensuring his clients receive expert guidance and have the confidence to make important decisions about their financial future.
Job Titles:
- Team Leader
- Team Leader at Blue Tree Financial
Neha is the Team Leader at Blue Tree Financial planning. She has been working and studying in finance since 2012. She has a Bachelor of Commerce with honours in Electronic Commerce and completed her Postgraduate Degree in Master of Commerce in 2017.
Neha also has a Diploma of Financial Planning, Advanced Diploma of Paraplanning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF).
Since starting with Blue Tree Financial Planning Neha has been able to help streamline administrative processes and focus on client research and implementation. She also provides technical leadership to teammates through training and oversees day to day operations of the team.
At the helm of our expertise is Paul, a seasoned Financial Planner with a wealth of experience dating back to 1997. Paul's specialization in insurance planning, coupled with his extensive knowledge in superannuation, retirement planning, and investments, makes him an invaluable asset. He holds a Master of Business Administration (Finance), a Diploma of Financial Planning, a Master of Anti Money Laundering and Counter Terrorism Financing, and an Associate Diploma of Business (Banking and Finance). Furthermore, he possesses specialist accreditations in Margin Lending and Self-managed Super Funds.
Navigating significant financial decisions can be daunting, but Paul can help alleviate the stress. Take the time to truly understand you, your values, and your goals. Our approach involves crafting a strategic plan while bridging the gap between your current situation and your desired financial future.
Rajat is working as a Paraplanner at Blue Tree Financial Planning. He has been working and studying in finance since 2012. He holds a Bachelor of Commerce and completed his Masters in the same field in 2021. Rajat is currently studying for his Advanced Diploma in Paraplanning.
Sherilee is the Client Services Officer at Blue Tree Financial Planning. She has worked in the financial industry for over 30 years. Her passion is helping customers maximise their financial potential. She always endeavours to go above and beyond for clients.
Steph is the Client Services Manager at Blue Tree Financial Planning and has worked in the financial services industry for over 5 years. She comes to us with a wealth of knowledge around retirement planning, superannuation and has a passion for delivering outstanding customer service.
Vaibhav is the Senior Paraplanner at Blue Tree Financial planning. He has been working and studying in finance since 2013. He holds a Bachelor of Computer Applications and completed his Postgraduate Degree in Master of Business Administration and Applied Finance in 2019. Vaibhav also has a Diploma of Financial Planning, Advanced Diploma of Paraplanning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF).
He is currently studying for Advanced Diploma of Paraplanning.
Since starting with Blue Tree Financial Planning, Vaibhav has been working on plan development, financial modelling, delivery and ongoing SMART review processes behind our strategy services. He provides quality, compliant and timely advice documents.