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Personal Wealth
& Insurance

Financial Planner - Rob O Donnell

Rob O’Donnell has been in the financial service industry for over 22 years and can assist you in all areas such as Financial Planning, Credit Analysis, Wealth Creation, Investments, Insurance and Wealth Preservation.

Estate Planner - Mark Robinson

Estate Planning involves working out the best way to distribute your personal possessions and financial assets when you die. Mark Robinson is an Estate Planning Specialist and is an integral member of our Professional Partners team.

Audit Shield Insurance

Are you protected against the ramifications of increasing audit activity? Anyone can be targeted, even if their lodgements are accurate. It is no reflection on the quality of work from your accountant. With this in mind, we off er you the opportunity to protect yourself with our Audit Shield service.

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