About Our Team

 

Sarah
Holroyd

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.

With an active involvement in the community, Sarah values her time with her children and volunteering to coordinate events for local clubs and associations. She enjoys relaxing on the weekend by either going to the beach or family gatherings at home.

Dean
Walker

Financial Planner/Accredited Mortgage Consultant

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.

Dean and his wife Jess are both Gympie locals and have three young children, Arleigh, Declan and new baby Indiana. On a weekend Dean enjoys playing sport, BBQs at home watching the footy, trips to Rainbow Beach and Inskip Point during summer or hanging with family and friends.

Jacqui Anderson

Office Manager/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 last 7 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 implementation of business is as smooth as possible and that clients understand and feel confident about their financial situation.

When she isn’t catching up with friends and family, Jacqui enjoys trying out new recipes at home or catching up on the latest episode of her favourite TV show. She also likes attending festivals and local creative workshops.

DanNielle
Stubbings

Administration Assistant/Client Manager

Since the completion of Year 12 in 2016, Dannielle joined the team in January 2017 and provides administrative support so Sarah and Dean can offer the best possible products and solutions. Dannielle has a background in retail where she has been recognised continuously for her customer service. She has a genuine desire to help others and strives to provide clients with an exceptional experience.

After the completion of both a Certificate I and II in Business at school, Dannielle has now completed a Certificate III in Business Administration while working full time. She has a passion for contributing to the success of the business and assists the operations through ongoing administrative support.

On the weekends, Dannielle enjoys cooking, shopping and attending music festivals. In her spare time, she loves hanging out with her family and catching up with friends.

Timely Support

 
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Clear Communication

 
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Expert Knowledge

 

Contact Us

Speak to us about your financial future. We can help.

Sunshine Coast:

111 Aerodrome Road,
Maroochydore QLD 4558

Gympie:

7 Channon Street,
Gympie QLD 4570

1300 820 704

07 5482 0704

info@excelwealth.com.au

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Office Hours:

Monday - Thursday  - 8:30 am - 5:00 pm

Friday -  8:30 am - 4:30 pm