Grant Lange CFP®, DipFP, FSSA™
Certified Financial Planner®
Fellow SMSF Specialist Advisor™
Grant has been conducting his financial planning practice for more than 30 years.
He is a Certified Financial Planner (CFP), a member of the Financial Planning Association (FPA), an inaugural Fellow SMSF Specialist Advisor through the Self Managed Super Fund Association (SMSF Association) and holds a Diploma of Financial Planning.
His areas of expertise include wealth creation, saving and investment strategies, retirement planning, Self-Managed Superannuation Funds, tax effective investments, shares, gearing, margin lending, aged care, risk management and estate planning.
As Grant explains “My primary focus is directed towards providing a personalized, holistic financial planning service. My role is multi-faceted: if I can’t assist with a client’s particular area of advice, I am entirely comfortable referring clients to trusted specialists in related fields, thereby enhancing the overall approach provided to our clients. Our clients’ loyalty and trust in myself and my team is immeasurable.”
Grant’s hobbies include golf, AFL football, movies, fine wine and good food, travelling and actively supporting his children’s sporting pursuits.
Paraplanner/Customer Service Officer
Cameron comes to us with extensive experience from within both the financial planning industry and a large national banking institution. Cameron holds a Diploma in Financial Services (Financial Planning) and is presently undertaking further study towards achieving his Advanced Diploma.
His particular areas of expertise include technical planning, developing strategic financial planning solutions, profiling and analysing investment products to customize clients’ financial strategies, report writing, investment implementation, risk management, client liaison and general administration.
Outside of work, Cameron enjoys playing AFL football, surfing, golf, music and travelling.
Practice Manager and Client Relations
Mandy’s responsibilities include practice management and enquiries, client liaison, client transactions and online queries, liaising with Business Development Managers, liaison with Government agencies, database management and general administration.
Mandy’s hobbies outside of work include AFL football, reading, movies, travelling, music, volunteering and supporting non-profit organizations and charities and involvement with her children’s sporting pursuits.