Our Team

Left to Right: Pim Stort, Andrew Halliday, Jocelyn Martin, Steph Rogers

 

 

Our Team

Andrew Halliday has been working in the financial services industry since 1985, having gained experience in the banking and lending industry. Andrew has been delivering financial planning services since 2001. He was awarded his Masters in Financial Planning in 2005, which is the highest tertiary degree in the field of financial planning.  Andrew also received the 2016 National Adviser of the Year Excellence Award by our Licensee; Sentry Financial Planning and in 2019 he received the Sentry Group Bryan Hills Memorial Award in recognition of exceptional personal integrity, courtesy and respect shown to the members of the Sentry team.  Andrew is our Senior Financial Planner and one of the founding members of AdviceOne Financial Services.

Pim Stort comes to AdviceOne with over 32 years of professional experience gained across Financial Planning, Real Estate and Property Finance. Pim has also found time to become an author in his own right and lectured to the next generation at the University of the Sunshine Coast on the finer points of Financial Planning. Having been a business owner of his own financial planning practice in years prior, we welcome not only his business acumen but also his passionate nature about helping clients build a financially secure future for themselves and their families.

Jocelyn Martin joined the team at AdviceOne in 2012 and comes to AdviceOne with over 40 years experience in the finance sector. She brings a wealth of knowledge and organisational skills which has enhanced and strengthened the services to our clients.  Not only is Jocelyn a Justice of the Peace (Qual), she holds a Diploma of Management together with a Certificate IV in Business Administration. Jocelyn’s main role is Client Service Manager and Administrator.

Steph Rogers joined AdviceOne in April 2017 as our Business Support Officer.  She has over 10 years experience in Financial Planning and over 28 years in the banking industry.  Steph’s knowledge brings additional complementary skills to the office.  She also provides in-house paraplanning  services, Centrelink services and enhancement features to streamline our business systems.