Craig Carter M. App. Fin. CFP®
Financial Planner

Craig commenced with us in August 1994 and currently holds a majority share in the company. Craig completed his Diploma of Financial Planning in 1996 and was accredited as a Certified Financial Planner in 1998. During this time he achieved his Masters of Applied Finance through the University of Western Sydney.

Craig's background includes a considerable breadth of experience in various roles within the merchant banking treasury function from 1979 to 1998. These roles included trading, arbitrage and book management in such sectors as foreign exchange, money markets, futures, options, FRA's and swaps. 

Belinda Rayment BEc, GDipAppFin (Finsia),  F Fin

Belinda has over 20 years' experience in the finance industry. Before moving into financial planning, Belinda worked as an Analyst and Senior Analyst at the Reserve Bank of Australia.  She has been a practitioner with Kaplan Professional for 10 years working as an assessment marker and Task Force member.

Belinda is a member of the Financial Planning Association of Australia and the Responsible Investment Association of Australasia.

Andrew McNicol BCA, LLB, CFP®
Financial Planner

Andrew started with us in March 2001. Andrew is our Compliance Officer and is actively involved in all aspects of Financial Planning. With ten years direct experience with superannuation Andrew is also the superannuation “technical expert".

Andrew graduated from Victoria University of Wellington (NZ) with a Bachelor of Commerce and Administration and LLB. He has also completed the Diploma of Financial Planning and has attained the Certified Financial Planner status. Prior roles have included General Manager of a superannuation master trust, State Manager of a Trustee Company specialising in Self-Managed Superannuation and Manager Corporate Trusts with another major Trustee Company.