Our Team

Our Team

Michael Hancock

Principal Financial Advisor

Jess McLachlan

Client Services Manager

Jodie Albanese

Client Service Officer

Michael Hancock

Principal Financial Advisor

Qualifications

  • Graduate Diploma Financial Planning
  • Advanced Diploma Financial Planning
    Diploma of Financial Planning
  • Diploma of Finance Broking and Mortgage Management

Michael has been successfully providing and implementing professional lending advice since 1994 and more recently in 2014 expanded his business due to client demand into financial planning.

As a former local bank manager, Michael still enjoys meeting with and looking after his local community and their financial well being.

Michael continues to develop long term relationships with all of his clients and takes pride in his ability to create and arrange comprehensive financial planning tailored specifically to his clients goals.

Jess McLachlan

Client Services Manager

Jess is the newest member of our team and is our friendly, efficient client services manager. She enjoys being of service to others and is quick to check if you need a cuppa.

She was formerly an all-round administration assistant for a local Financial Planning Licensee, is qualified as Mortgage and Finance Broker and has developed quality record keeping in the field of Medical Administration. She began developing her service acumen over 20+ years with working with all sorts of people from many walks of life, beginning in the big green shed.

She is a content mum of two furry feline children. She loves many kinds of music, singing and playing piano, and spends a lot of her spare time serving in her local Church of Christ community alongside her husband.

Jodie Albanese

Client Service Officer - Part Time

Jodie is the first face you will see when you arrive at the office. She has a bubbly personality and enjoys putting a face to a name.

She is a former International Trade Finance Banker, working in the industry for 25 years before becoming a mum to two children in the last nine years, which she has found very rewarding.

Her time in the bank helped her to build great customer relationships and develop very thorough document review skills.

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