Click to open 

Your financial strategy for life

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore. sed do eiusmod tempor incididunt ut labore et dolore

A team that puts your interests first

Sometimes it’s difficult to know who to trust when it comes to making important financial and investment decisions. Many financial planners are employed by financial institutions. But is that in your best interests?

Our view is that a financial planner should be able to provide you with the best possible advice. With our collective experience in finance, property and business, we can assist you in a variety of ways.

Christy Clements

As a Financial Planner, Christy is passionate about helping people make the most of their finances and improving their understanding of money matters to ensure they achieve financial security and peace of mind.

Christy is very active in her local community, volunteering her time to patrol the beaches throughout the summer and managing her daughters’ netball teams during the winter. A former professional athlete herself, she is now happy to sit back and support her children with their own sporting ambitions. Oh, and she doesn’t mind good food and fine wine either!

Christy can be reached on cclements@advantagefirst.com.au.

Carly Kingston

With 15 years of managing client relationships in the medical profession, Carly has transferred her skills to our team of financial guides. Her attention to detail and communication skills ensure that our clients are kept up to date and feel comfortable all the way through their financial journey.

When she isn’t studying her Diploma of Financial Planning, Carly is active in her local community, especially on weekends. She is a big supporter of the school community where she regularly volunteers at fundraising and social events.

Carly can be reached on ckingston@advantagefirst.com.au

Hans Hansson

A former tennis pro who played with the likes of Bjorn Borg and Ivan Lendl, Hans has first hand experience with what it takes to succeed. As an Investment Adviser, he helps people understand the investment options that are available to achieve their goals. That's what motivates and excites him – just ask his clients.

Hans had spent the last 15 years helping clients with property investment. When he’s not advising clients, he’s busy helping out at swim carnivals and school events.

Hans can be reached on hhansson@advantagefirst.com.au

Daniel Marco

Let’s just say that Dan ‘gets’ property. Over 20 years, he has been actively involved in property development and property investment, including creating his own multi-million dollar portfolio. His in-depth understanding of property enables him to research and identify attractive investment opportunities for clients.

A self confessed ‘foodie’, Dan enjoys cooking up surprises for the family or dining out at his favourite spots. Dan has a passion for sailing and flying, even owning a couple of light aircraft in his earlier years.

Dan can be reached on dmarco@advantagefirst.com.au

Anthony Davidson

An accomplished business advisor with over 20 years experience, Anthony has a track record for assisting organizations to achieve their goals. His contributions have been recognised by the University of Queensland Business School in making him an Industry Fellow.

When he's not advising clients or educating MBA students, you’ll find Anthony at the beach with the family, pushing his boys onto the waves or watching them sail down the Noosa River.

Anthony can be reached on adavidson@advantagefirst.com.au

Disclaimer

General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

Copyright 2017 © Advantage First Financial Planning Pty Ltd ACN 603 924 947