Con is a qualified, results oriented individual experienced in paraplanning and property finance up to the corporate level. He has an extensive background in developing financial plans, business development, negotiation, corporate strategy, research/analysis and risk management, and an ability to work to financial targets and deliver on strategic initiatives, and cultivate internal and external client relationships.
Terry, Kristy and Steve are ably supported by our capable friendly and experienced support team of Con, Angela, Margaret and Patti.
Kristy commenced in 1999 in the Financial Planning Industry and has been an Authorised Representative since 2001.She has completed a Bachelor of Business (Management) at the University of Southern Queensland and Advanced Diploma of Financial Planning. She has also attained Certified Financial Planner (CFP) certification which is the highest professional certification than can be awarded to a financial planner.
Kristy loves cooking shows and getting ideas for meals that she’ll never cook. She likes to stay fit, and makes sure her family is healthy and has fun too.
Steve has helped his clients to articulate their goals, and work towards achieving them for nearly 2 decades. Steve’s speciality is in his ability to understand his clients and map our advice processes so that his clients can fully understand his recommendations and how these strategies will help them meet their goals. Steve is also a Certified Financial Planner (CFP) which is the highest professional certification than can be awarded to a financial planner.
On the weekends, Steve is likely to be found chasing children around various sporting fields in South East Queensland.
Terry founded what now is Accrue Financial Group in 1987. He is actively involved on a daily basis with providing our clients with advice and guidance. Terry has attained Certified Financial Planner (CFP) certification which is the highest professional certification that can be awarded to a financial planner.
Terry loves cars and boats and enjoys spending his free time out on the water.