About Our Team

MEGAN MARSHALL

Financial Planner

Megan brings a wealth of experience to her clients after being in the financial services industry for over 15 years, giving her extensive knowledge to provide comprehensive and invaluable strategies to clients. 

Providing advice, support and guidance throughout all stages of life is one of Megan’s valued qualities which she applies to take the complexities out of this ever changing and evolving industry. 

Megan assists clients in planning for retirement, from accumulating superannuation and wealth creation strategies to make your retirement easy to plan and achieve. Megan is based in our Gympie office and services clients throughout the Wide Bay and South Burnett regions.

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. 

 

 

 

 

 

 

 

DANI CULKIN

Financial Planner

After being in the financial services industry for over 10 years, Dani uses this experience in providing comprehensive advice and support to clients, giving them peace of mind and confidence that they are in good hands.

Dani provides  advice in many areas, including assisting families with wealth protection and accumulation needs, providing certainty for the unexpected events that life can throw our way and helping clients achieve their goals for the future.

Dani is based in our Maroochydore office and services clients throughout the Sunshine Coast region.

Jacqui

Anderson

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.

 

JO

Beasley

Practice Manager

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.

  

   

 

Kate

Mckeiver

 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.

  

 

 

 

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:

5/13 Carnaby Street,
Maroochydore QLD 4558

07 5451 1441

Gympie:

7 Channon Street,
Gympie QLD 4570

07 5482 0704

info@excelwealth.com.au

07 5302 6804

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Office Hours:

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

Friday -  8:30 am - 4:30 pm