Key People

Mark Lonergan 
Financial Adviser, Director

Mark is a CERTIFIED FINANCIAL PLANNER® and holds a Diploma of Financial Planning.  He is an Authorised Representative of Charter Financial Planning Limited (ASIC #264282).  

Mark is a Director of the business and lives on the Sunshine Coast.  He has been working within the family business for over the past 13 years, gaining a great understanding of the many financial challenges people face such as starting a family, starting and running a business, saving for a house, planning for the future while also finding a balance for an enjoyable lifestyle.

James Lonergan
Financial Adviser, Director

James currently holds a Graduate Diploma in Applied Finance and an Advanced Diploma in Financial Planning.   He is an Authorised Representative of Charter Financial Planning Limited (ASIC #296603).

James is also a Director in the business.  He has over 10 years experience working in the finance industry with 8 years as a financial adviser.  He has a great deal of experience and knowledge in the many financial challenges faced by clients.

Jim Lonergan
Client Relations Manager

Jim was previously a Financial Adviser and a Director.  After semi-retiring he is no longer advising clients but remains as part of our team as a Client Relations Manager. Jim is happy to chat about our services and how we can assist you.  Jim has been helping people reach their goals and solve their financial problems for over 40 years.  Jim has seen it all and still works because he loves what he does.  Jim holds a Diploma in Financial Services. 

Our Support Team

We have a dedicated support team with many years of experience and technical expertise coupled with a personalised, client focused approach.  Our friendly team is always available to provide you with assistance.