Advisers and support staff with deep experience — and a shared belief that good financial advice should be clear, human, and tailored to your life.
After getting into money trouble at a young age, Sarah committed to learning how to make money work for her, walking branch to branch in search of a job with one of the top-4 major banks. Twenty years on, she's helped individuals, families and business owners across the country build wealth and security they didn't know how to create themselves.
Specialising in SMSFs, retirement planning and aged care advice, Sarah is based in QLD though travels nationally — working regularly by phone, Teams and email to fit your schedule.
sarah@scenicrimfp.com.au →
Robert has lived and worked in SEQ most of his life, after a stint working in Europe to collect life experiences. Married with two young boys, he understands the demands of managing finances with a young family.
Early in his career Rob discovered a love for investments and specialises in this area, helping clients understand options, balance income vs. growth, and align portfolios with their risk comfort. He also specialises in personal/business insurance and rural succession planning, and is Scenic Rim FP's Review Adviser for ongoing clients.
rob@scenicrimfp.com.au →
Jen brings a keen eye for detail and impeccable task management, supporting both clients and the SRFP team to keep workflow on track and ensure every i is dotted and t is crossed.
With experience in bookkeeping, management and customer relations, she's an all-rounder who loves working with people. Perhaps her greatest challenge: keeping Sarah on track with advice and tasks.
jen@scenicrimfp.com.au →
Nina's cheery personality and attention to detail are a breath of fresh air when clients are getting their heads around financial change. She ensures we have everything we need to put your advice in place and manages all administrative work for Scenic Rim FP.
She's spent years managing offices, assisting clients and keeping things running smoothly — bringing a calm, can-do attitude to every situation.
nina@scenicrimfp.com.au →
With a laugh that brings a smile to everyone's day, Christie's extensive background in banking and business management/development gives her broad experience to assist clients with whatever life throws their way.
Christie works alongside Nina to support clients through their initial journey into financial advice and the implementation of strategies and products going forward.
admin@scenicrimfp.com.au →
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