Richard Lindley has been in the financial services industry for over 25 years including 7 years as the Servicing Manager for MLC servicing their largest corporate superannuation clients. He has a Diploma of Financial Planning (Dip FP), a diploma in Superannuation Management (Dip SM) and a Diploma with the Australian Insurance Institute (Dip A.I.I.).

Cheltenham Office

Paul Zoethout has a Bachelor of Science majoring in Mathematics, a Diploma of Financial Planning and a Certificate in Superannuation Management. Paul is completing his CFP qualification and has over 20 years' experience in the finance industry, much of that time spent in the Corporate and Personal Superannuation areas.

Derrin Craig is our Senior Paraplanner and Client Service Manager. She is responsible for the management of the office, administration and the construction of financial plans. Derrin has had extensive experience in legal secretarial and administrative roles in the UK and with over 10 years experience in the financial planning industry, she has become a very important and experienced member of our team.

and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under licence.

Our Mission

To provide quality financial advice and service to individuals and Corporates at a standard that exceeds our clients' expectations. Financial Services Guide | Privacy Policy

Latest News:

Richard has now moved from his office in Frankston to his new office in Cheltenham.