Staff news

By August 4, 2021Uncategorized

Our big news in June was the safe arrival of Karly‘s first baby, a beautiful little girl Olivia.

Congratulations to Karly and Brandon. Karly will now take a well-earned break from work (and be able to relax at home?)

Mackenzie Boyle joined us in late February as a Client Services Officer working three days per week while studying full-time for a Bachelor of Commerce and Economics at UQ.  She has undertaken work experience with DNR Capital and joins us from Macquarie Bank where she worked as a Customer Service Consultant.

Benjamin Cronin joined us in June as a paraplanner.  Whilst new to FB Wealth, Benjamin has been working within the financial services sector for 15 years. He spent 12 years in business development and client relationships in the salary packaging industry, before making the move into financial planning near the completion of his studies. He is eager to learn, and to soak up as much experience and knowledge as he can in his new role within the Paraplanning team.  Ben holds a Bachelor of Commerce Degree in Financial Planning and Finance from Griffith University, and has completed the professional year requirements under the new entrant requirements to the Financial Planning profession.

When not at work, Benjamin spends as much time as he can with his wife, Anna, their two boys, and baby daughter. A keen basketballer, he also enjoys watching Rugby, and an early morning run when he can.  Benjamin is very involved in assisting with queries, report construction and attending adviser meetings with clients and has been a very welcome addition to our team.

Our staffing now comprises six advisers and three paraplanners as well as our valued support staff. We all have a common goal to assist our clients to have confidence and peace of mind when considering their financial futures.