Michael Goodwin CFP Dip FP – Financial Planner

Michael has over 18 years experience in the financial planning industry and joined the Professional Investment Services group in November 2003. Michael has operated his business from the current location on the Sunshine Coast for 10 years. Michael is a Certified Financial Planner and a Member of the Australian Institute of Managers. Michael specialises in investment management and strategic advice for long term wealth creation focusing on developing appropriate plans for the pre-retiree and retiree market.

Rosslyn McKinnon CPA B. Bus (Acct) Dip FS – Financial Planner/Practice Manager

Rosslyn has over 10 years experience in the financial planning industry with Professional Investment Services.  Rosslyn is a CPA specialising in Financial Planning and has also completed the Diploma of Financial Services.  Rosslyn specializes in Self Managed Superannuation funds and Estate Planning.  Rosslyn’s focus is on structuring strategic plans to accumulate and protect client’s wealth for small business owners, pre-retirees and young families.  Rosslyn’s role in the office also includes that of Practice Manager and staff development.

Jayne Wiklund, CDec, Cert IV in Financial Services (Finance & Mortgage Broking) - Client Services Officer

Jayne has recently joined our team and brings with her a wealth of experience in client service.  Jayne is a  Credit Representative (Accredited Mortgage Broker) and her experience covers working in Banks from Teller, Client Services, Branch Manager through to working with a large Accounting and Financial Planning firm in Mortgage Broking which includes a speciality in Wealth Creation lending.  Jayne has also experienced having her own business in Fitness and the Mortgage Broking industry and has lived and worked on the Sunshine Coast for 20 years.  Jayne will ensure you are welcomed each and every time you contact the office and is responsible for assisting with any enquiries and client services to ensure you are being looked after and also likes to have your feedback on any experiences that are good or bad to ensure our team is providing you quality service. Jayne also enjoys her family, the great sunshine coast environment and of course cooking and socialising.

Lynne McLennan – Adv Cert in Accounting – Implementation Specialist

Lynne is the Team’s Implementation Specialist and has developed an exceptional attention to detail in ensuring the back office process runs smoothly.  Having had over 24 years experience in the financial planning and banking industries, Lynne’s experience is your advantage.  Our clients will be in contact with Lynne for on-going administration on their portfolios and Lynne is an expert in liaising with Fund Manager’s on your behalf so this definitely lets you put your feet up and enjoy your freedom.

David Castro Dip. Information Technology (RMIT) - Bookkeeper/Administration Support

David handles the role of bookkeeper and is a whiz with spreadsheets.  David  also plays an important  role in the day to day office administration duties and has worked in the business for many years.  David also assists in the organisation of client functions and although David maintains a low profile our clients have come to know David via his attendance at client seminars and functions over the years.