Team

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Catherine Barrett

Senior Financial Adviser

07 5443 4311

Catherine specialises in being able to communicate between the technical and non-technical worlds. She enjoys working with Professionals and Business Owners with detailed or complex strategies, Estate Planning and Business Succession Self-Managed Super Funds (SMSF) are a real way of being in control of your own retirement outcomes. There are however many rules and regulations that apply to SMSF. Catherine is able to guide you through your legal responsibilities as a Trustee, offer guidance and effective strategies to help you achieve the retirement you want. Insurance provides certainty. It is Catherine’s role to ensure you have certainty in relation to your business and/or personal life with the right personal insurance It is about getting the right money in the right hands at the right time through the right structure.
 

Erica Jackson

Senior Financial Adviser

07 5443 4311

Authorised Representative - No. 444139 Erica is a Senior Financial Planner in the Sunshine Coast office of Infocus. She has been working in the financial services industry since 1994, as a Financial Adviser since 1999 and a Certified Financial Planner TM (CFP®) since 2006. CFP® is the highest level of certification that a Financial Adviser can achieve. The CFP® mark represents standards of excellence and demonstrates commitment to financial planning. Erica's focus is to deliver greater certainty to clients' financial lives by getting to know her clients, identifying their financial and lifestyle goals, determining appropriate strategies to put in place and then meeting regularly to review the plan and to fine tune it to ensure that the client/adviser relationship is a long and successful one. Erica is skilled in wealth creation, cashflow management, debt reduction and retirement strategies including Self Managed Super Funds. She prides herself on being able to make things simple for clients so that they can clearly see how they will meet their individual goals for the future.

Erica Jackson from Infocus Sunshine Coast on Vimeo.

Shaun Long

Financial Adviser

07 5443 4311

Shaun has been a part of the banking and finance industry since 1999, and spends valuable time engaging with new clients in order to gain a thorough understanding of their financial circumstances. He has the ability to accurately demonstrate how clients may achieve their goals by providing simple solutions that are tailored to diverse and at times, complex needs. Shaun prides himself on building lasting client relationships. Having worked in the Fraser Coast region for over 13 years, he has been able to focus on the requirements of varied clients within the pre and post retirement stages of life.

Samantha Allen

Client Service Officer & Team Leader

07 5443 4311

As a Client Service Officer, Sam works alongside Senior Financial Planners to ensure all advice recommendations are implemented in a timely manner, as well as completing administration duties and being a point of contact for our clients. Sam creates a seamless client experience and ensures a high degree of efficiency and accuracy in all dealings with our clients and providers.

Rhiann Wood

Client Service Officer and Receptionist

07 5443 4311

Rhiann is our first point of contact whether on the phone or in person at reception and her friendly nature and willingness to help will ensure you get a courteous welcome as well as providing you with an efficient service. Rhiann joined Infocus Sunshine Coast in 2014 and has quickly become an indispensable member of our team. In addition to organising your appointments, and warmly greeting you when you arrive at our office, Rhiann also takes responsibility for assisting in the day-to-day service to our clients along with a broad range of administrative duties.

Justin Wilson

Client Service Officer

07 5443 4311

Justin joined Infocus in the role of a Client Service Officer after moving to the Sunshine Coast from Hervey Bay. In this position he assists the Senior Financial Planners in providing quality advice to clients in the form of greeting clients, booking appointments and implementing recommendations. Justin is currently completing his Diploma of Financial planning and when he does get spare time he enjoys staying active and spending time with family