Financial Planning

Area of expertise: Providing advice and strategies in areas of superannuation, retirement, wealth creation, managed investments and tax planning.

Career Overview: Before joining dbsn group, Rebecca spent 5 years working as an Accountant in a public practice firm in Melbourne.  Overseas then beckoned where Rebecca spent time working in the UK followed by extensive travel through Europe before returning to Australia to undertake a new career direction in Financial Planning.  Rebecca enjoys working with clients to achieve those all important lifestyle and retirement goals.

Qualifications/Affiliations: Bachelor of Business, Graduate Diploma in Financial Planning, Authorised Representative of Professional Investment Services

Life Outside dbsn: Spending time with family and friends. Any opportunity to travel

Maxim: You are never too old to set another goal and accomplish it

Email: rebecca@dbsngroup.com.au

Area of expertise: Personal and Key Person insurance planning including term life, disability, income protection, trauma and business expenses cover.

Career Overview: David has over 25 years of continuous service in the Financial Services Industry, having owned and operated his own practices in Mount Isa, Townsville and Charters Towers.

Qualifications/Affiliations: Certificate IV in Financial Planning, Risk Management, Superannuation and Retirement Planning, Justice of the Peace/Commissions of Declarations (Qld), and Authorised Representative of Professional Investment Services.

Life Outside dbsn: Surfing & kayaking, but most importantly – Family.

Maxim: Never let the tyranny of distance, nor the discomfort of pain prevent you from performing the task at hand.

Email: david@dbsngroup.com.au

Area of expertise: Administration - Financial Planning.

Administration and maintenance of the Financial Planning client database and portfolios.   Assisting with investment research and preparation of financial plans.  Attending to any administrative duties and assisting clients with enquires in a prompt and courteous manner.

Career Overview: Lynne has a vast knowledge of all aspects of administration having spent the majority of her working life in the banking and financial planning environment.

Qualifications/Affiliations: Advanced Certificate in Accounting - NSW TAFE.

Life outside dbsn: Enjoys the outdoors, especially the beach, family and friends. Movies and going out to dinner.

Maxim: Listen and learn and let fate take its course.

Email: lynne@dbsngroup.com.au