About Our Team
Director/Senior Financial Planner/Accredited Mortgage Consultant
As Director and Senior Financial Planner, Sarah brings a depth of experience she has gained since becoming a Financial Planner in 2004. Through the completion of an Advanced Diploma of Financial Services (Financial Planning) as well as a Diploma of Finance and Mortgage Broking Management, Sarah puts into practice holistic strategies to help her clients.
Sarah gained considerable experience within a corporate management background which she now utilises to help everyday families make the most of their financial situation and achieve their financial goals.
Sarah specialises in Retirement Planning, Superannuation, Personal Insurance, Investment and Self-Managed Super Funds and focuses on building long-term relationships to meet client needs at every stage of life.
Accredited Mortgage Consultant / Financial Planner
Dean became a Financial Planner in 2010 and has attained an Advanced Diploma of Financial Services (Financial planning) and a Diploma of Finance and Mortgage Broking Management.
Prior to this, Dean gained comprehensive real estate industry knowledge which he believes improves his understanding of client needs. He implements this with a wide variety of products available to him as a Mortgage Broker.
Well placed with an extensive local market and investment knowledge, Dean specialises in providing a wide range of advice to support the financial needs of clients. Further to lending knowledge, Dean specialises in wealth protection strategies including Superannuation and Insurance to ensure families are protected for long-term financial security.
Financial Planner Assistant/Accredited Mortgage Consultant
Jacqui has worked in the Financial Planning industry since leaving school in 2009; starting as a trainee and completing her Certificate III in Business Administration. Jacqui’s financial planning industry experience gained over the years has been complemented by a Certificate IV in Finance and Mortgage Broking Management.
Providing daily support to the financial planners, Jacqui assists the team in preparing both holistic and tailored advice in the areas of Insurance, Superannuation, Retirement Planning, Investment, Debt Management and Self-Managed Super Funds.
With a passion to help clients realise their goals, Jacqui prides herself on great customer service and enjoys the people side of the business. Her key role is to ensure the implementation of business is as smooth as possible and that clients understand and feel confident about their financial situation.
Having been in the industry since 2000, Jo has held various roles which have given her invaluable experience which she brings to Excel Wealth. She has a keen eye for detail and enjoys working on projects and involving the team to achieve outstanding results for our clients.
Paraplanner / Client Manager
Kate has been in the industry since 2004 and holds an Adv. Diploma of Financial Planning. This gives her years of experience and the technical expertise to provide our clients with outstanding service. She helps our planners research the latest products and investments to compare features and ensure we provide our clients with the best outcome that suits their unique situation.
Administration Assistant/Client Manager
Kathryn began in the industry in 1990 and is a vital role in servicing our clients on a day-to-day basis. Having started in General Insurance, she knows the importance of the client experience and strives to go above and beyond no matter the task.
When can we help?
Speak to us about your financial future. We can help.
7 / 111 Aerodrome Road,
Maroochydore QLD 4558
07 5451 1441
7 Channon Street,
Gympie QLD 4570
07 5482 0704
07 5302 6804
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Monday - Thursday - 8:30 am - 5:00 pm
Friday - 8:30 am - 4:30 pm