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 Award by our Licensee; Sentry Financial Planning. Andrew is our Senior Financial Planner and one of the founding members of AdviceOne Financial Services.
Pim Stort comes to AdviceOne with over 28 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 also 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. She has a wealth of knowledge as she has worked in the Financial industry for over 35 years. Her administrative and organisational skills are superior. Jocelyn is a Justice of the Peace (Qual) and 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 7 years experience in Financial Planning and over 28 years in the banking industry. Steph joins our team to compliment the already high level of administration skills we possess and enhance our in-house business systems.