Our Team
Chester Macdonald – Adviser
Education
Diploma of Financial Planning (DFP)
Affiliate of Insurance Institute (AAII)
Experience
Chester Macdonald (note1) has been providing advice to clients for 28 years.
In his early years he specialised in risk insurance, key man insurance, business protection strategies and providing solutions to secure families against traumatic events.
In 1986 he obtained his full authority and commenced providing investment advice to the broader community.
Chester’s success as an Adviser has been recognised at State and National level on numerous occasions. His experience has led to invitations to present at industry conferences both nationally and internationally.
He has been accountable for the advice he has given his clients for over 20 years.
Michele Rook – Paraplanner
Education
Bachelor of Business Degree
Experience
Over 20 years experience as a tax accountant in the Rockhampton area. This experience brings with it an understanding of the fundamentals of financial planning and the relationships which can be developed with clients over many years.