December 2023 Newsletter
Joy and Season's Greetings
It has been our absolute pleasure to spend another year with all our wonderful clients, friends, colleagues and newsletter subscribers.
Above are the team, sharing their joy and greetings with you 😀
This year Christoph completed his PhD and became Dr Christoph Schnelle adding to his novel length list of qualifications and accreditations 🏆
Deryk McLeod who has a life time history in senior management roles in financial services, a Bachelor of Economics Degree and a Graduate Diploma in Financial Planning, joins us as a Financial Adviser 🙌
We continue to grow with three fabulous Financial Advisers, and the most fantastic support team ever. We all very much look forward to serving you in 2024 and beyond 💝
Nicola and Christoph will be working every day throughout the holiday season. Please feel free to contact us at any time should you have any questions, require support or a review.
Also we very much welcome and appreciate referrals. If any of your family, friends or colleagues could benefit from our financial planning, insurance, investment, super, retirement and other services we offer a free consultation and would be delighted to hear from them.
With Love and Season’s Greetings to you all
Nicola, Christoph, Marian, Deryk,
Ann-Marie, Alvin, Lin, Jessica and Yvonne
Dr Christoph Schnelle
Life Risk Insurance Specialist
SMSF Specialist Adviser
TEP Trust and Estate Practitioner
PhD Health Sciences and Medicine
GStat Graduate Statistician
Accredited Estate Planning Professional
Accredited Aged Care Professional
Authorised Representative 308223
Insurance ● Investment ● Super ● Retirement