Our Adviser Team

Andrew Moody

Andrew Moody

Director/Principal Adviser
  • FChFP
  • Adv Dip FS (FP)
  • Member of the AFA
"Providing quality comprehensive advice is paramount to assist clients grow and protect their assets, and prepare them for a financially secure future."

Andrew started his career in the financial services sector with one of the major banks. From early on his focus was on delivering solutions to clients based on their specific needs. Andrew's grounding in banking combined with his financial planning experience, provided a strong base for a truly holistic advice model designed to achieve maximum benefits for our clients.

He has significant expertise in assisting individuals, pre-retirees and retirees with their superannuation savings, Centrelink and pension benefits, investments and insurance requirements.

Craig Moody

Craig Moody

Director/Principal Adviser
  • Adv Dip FS (FP)
  • Member of the AFA
"Our promise is to be with you at every stage of your financial journey assisting you to make your dreams a reality."

Craig has a wealth of knowledge, with his industry experience spanning over 25 years. During this time Craig has gained extensive experience across all areas of financial planning including superannuation, Centrelink advice, retirement planning, investments, insurance and cash flow management.

He uses a consultative approach to understand what is important to clients, their core lifestyle values and financial goals. Then builds comprehensive strategies and recommendations to address each client's unique needs and aspirations.

Craig is committed to the ongoing investment in his technical knowledge and is currently undertaking the Fellowship of Chartered Financial Practitioner.

Marcus Carlson

Marcus Carlson

Director/Principal Adviser
  • FChFP
  • Adv Dip FS (FP)
  • Member of the AFA
"There is no greater satisfaction than when clients are confident and enjoy the peace of mind knowing their financial future is secure."

Marcus started his career in the financial services sector in 1999. With a solid background in banking and accounting, Marcus brings with him exceptional technical expertise and industry knowledge. This combined with his clients first ethos, Marcus aims to exceed client's expectations by providing professional quality advice.

Marcus' strong relationship skills allow him to work successfully with a wide range of clients from young professionals and families to retirees who value his approachable and enthusiastic attitude.

Kevin Moody

Kevin Moody

Founder
"Financial advice is not a one-off transaction but rather an ongoing process tailored to each person's life stage. Client relationships have evolved into lifelong friendships."

Kevin was the founding principal of Investment and Financial Planning well over 40 years ago and whilst no longer actively providing advice to clients, Kevin continues to maintain a highly regarded profile in the industry for his professionalism, honesty and integrity.

Kevin's role in recent times has evolved to that of a client relationship management focus.