Our team

 

Mary Benton

FCA (ICAEW)

I am a Fellow of the Institute of Chartered Accountants in England and Wales, an Associate of the Institute of Chartered Accountants in Australia, A Fellow (Finance) of the Financial Services Institute of Australia, an accredited mortgage consultant and an Authorised Representative of AMP Financial Planning. I have worked in financial services for over 30 years.

Advice I specialise in
  • Residential mortgages and Home loans
  • Personal loans
  • Deposit bonds
  • Reverse mortgages

Cathy Lizza

ADFS

I have an Advanced Diploma in Financial Services, and have worked in financial services for over 25 years.

Advice I specialise in
  • Aged care
  • Exchange traded funds (ETF) and Listed investment companies (LIC)
  • Gearing and margin lending
  • Goals based investing
  • Limited Managed Discretionary Account service
  • Securities (including listed securitiesand debt securities)
  • Debt securities
  • Self-managed super funds (SMSF)
  • SMSF borrowing
  • Separately managed accounts
  • Investor directed portfolio services