Mackay office has relocated!
During September we relocated our Mackay office to larger premises at 159 Shakespeare Street.
Through the retirement of the previous owner, Andrew Coates, in April we acquired ASC Financial Services and are delighted that Alyisa and Emma who worked for ASC have stayed on board with us making it a seamless transition for our clients.
Alyisa and Emma are joined by Mark McConnell an experienced Financial Adviser of 10 years.
Mark holds a Graduate Diploma Financial Planning, is completing a Masters in Financial Planning and joins our team of 7 Advisers. He has 9 year’s Financial Planning experience and over 10 years relevant industry experience working in various roles including Commercial Manager with the NAB bank.
“I am excited to work at Soundbridge Financial Services as this gives me the opportunity to provide personalised professional financial advice to clients’ and the enjoyment of seeing their financial position prosper. Soundbridge Financial Services is focused on the client and an industry leader ensuring client’s financial needs are being met and staying on track. During trying times, it is more important than ever to get personalised professional advice to get you through to the other side.” Mark said.
You will find our Client Services Officer, Alyisa’s smiling face on reception and Emma (Graduate Diploma Financial Planning), our Client Services Paraplanner will work with you and your Adviser in a technical capacity creating Statement of Advice documents which clearly outline your goals, strategies and financial plan all of which assist you to reach your financial goals.
You will now find us centrally located at 159 Shakespeare Street Mackay.
Existing clients of Cyril, Bill, Richard, Jim or Peter? Great! Your next appointment with them will be in our new offices and you can drop in and meet Mark, Alyisa and Emma.
Posted on October 14th, 2016