Infocus Brisbane (Caboolture)Suite 2, Kingsgate Centre
42 King Street
PO Box 981
CABOOLTURE QLD 4510
Telephone: 07 5498 3818
Facsimile: 07 5498 3919
Email: caboolture@infocus.com.au
Web Site: www.infocus.com.au
|
| The Caboolture region is one of Queensland’s fastest growing areas, situated at the southern end of the Sunshine Coast and the northern reaches of Brisbane’s outer suburbs. The office is conveniently located in the Kingsgate Centre, on the corner of King Street and Morayfield Road, with off street parking at the rear of the building as well as within a quick stroll of the Council’s multi level parking facility. At our office we feel a holistic approach is the best way to helping our clients achieve their goals and aspirations. We work together with our clients through a regular review process, and undertake investigative research to tailor a strategy to meet their individual needs. |
|
| At this office: |
 |
|
Roland Knight DFP, AFPA, Aff A.I.I., C.dec(JP) - Senior Financial Adviser
Authorised Representative - No. 297765
Roland started his previous advisory business in 1981. He sold this Financial Planning practice in 2002 and started working as a salaried adviser for the big banks. This stint gave Roland a unique perspective on the way banks look after their clients, and is a major reason for starting an Infocus office in 2006 with wife Anne-Louise as another adviser.
With a reputation as a financial adviser of high integrity, he is able to empathise with clients and to quickly understand their situation and communicate complex subjects in simple to understand terms. Roland’s wealth of experience spans the boom and bust times of the eighties, the recession of the early nineties, right through to today. Roland is able to provide advice on all aspects of financial planning. He does this by helping his clients clearly identify their goals and works with them to put appropriate strategies in place to achieve those goals. Roland holds a Foundation Diploma of Financial Planning (Fdn DFP), and has completed the Advanced Diploma of Financial Planning, as well as being registered as a Commissioner for Declarations C.dec (JP). Roland is an Associate member of the Financial Planning Association of Australia (AFPA) and adheres to the FPA's Code of Ethics. |
|
|
 |
|
Robyn Roberts - Client Service Officer
Robyn is the first person at the Caboolture office that most clients will come into contact with, whether by phone or in person. She will organise, and confirm your appointment with the Advisers and be here to greet you with her welcoming smile.
Robyn also assists in maintaining day-to-day service to our clients and managing a broad scope of administrative duties including preparation of review reports for our existing clients, and answering any questions they may have in relation to the administration of their portfolios. Robyn has joined our team after providing extensive banking, lending and insurance services to customers in a large local bank for the past 21 years. |
|
 |
|
Amy-Louise King - Client Service Assistant
|
|
 |
|
Theresa Lymbery - Client Service Assistant
|
|
|
