At FinForce, we believe in the power of financial clarity to forge a path to success. With over two decades of industry experience, our dedicated team of advisors provides comprehensive financial strategies that align with your vision for the future.
Our Mission
To deliver innovative and trustworthy financial advisory services that exceed our clients' expectations and support their financial well-being.
Our Values
- Client-Centric Approach
- Integrity and Transparency
- Cutting-Edge Financial Insight
- Commitment to Excellence
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Senior Financial Planner & Head of Financial Planning
With a keen eye on regulatory compliance and a rich history of collaboration with ASIC, Jane oversees all operations in the advice segment of our business. Her expertise in self-managed superannuation fund advice is a cornerstone of our firm’s success.
Practice Manager
From a dynamic background in events and stage management to the heart of our practice management, Patricia ensures seamless day-to-day operations. Her expertise in self-managed superannuation fund setup is instrumental in maintaining our high service standards.
Office Administrator
With her organizational prowess and attention to detail, Janice ensures our office functions seamlessly. Collaborating closely with Trish, she manages schedules, supplies, and even serves up the perfect cup of coffee. Janice's warm personality and commitment to exceptional service make her an indispensable part of our team.
Strategic Lending Advisor
Since starting her journey in the home loan industry in Currumbin in 2012, Sue has not only assisted first-time homebuyers but has also become an invaluable resource our in-house SMSF lending solutions. With her expertise in legal support and a knack for strategic planning, she collaborates closely with financial
Strategic Lending Advisor
Since starting her journey in the home loan industry in Currumbin in 2012, Sue has not only assisted first-time homebuyers but has also become an invaluable resource our in-house SMSF lending solutions. With her expertise in legal support and a knack for strategic planning, she collaborates closely with financial planners to ensure lending solutions align with overall financial goals. Sue's involvement is particularly crucial when handling related party loans for SMSFs, offering the expertise needed to navigate these complex transactions smoothly.
Head of Paraplanning
Leann combines her extensive accounting knowledge with financial planning to offer detailed, forward-thinking strategies. Her unique approach to paraplanning makes her an invaluable asset, especially in crafting complex advice documents.
ParaPlanner
Denise's role in paraplanning and managing our insurance book is vital. Her precision and attention to detail in planning processes ensure that our clients are always on the path to financial security and success.
Our in house Accountant
Focused on Brisbane most of the time but extending beyond its borders, Adam, boasting over 30 years in chartered accounting, offers specialized assistance to SMBs and individuals, particularly in SMSFs. As the heart of our practice, he embodies warmth and ensures personalized care with every encounter. With roots
Our in house Accountant
Focused on Brisbane most of the time but extending beyond its borders, Adam, boasting over 30 years in chartered accounting, offers specialized assistance to SMBs and individuals, particularly in SMSFs. As the heart of our practice, he embodies warmth and ensures personalized care with every encounter. With roots in Brisbane, Cairns, and Yeppoon, Adam brings expertise and a personal touch to each community, prioritizing clients' financial well-being whether near or far, making complex matters feel simple and secure.
Responsible Manager
Tony holds the pivotal role of Responsible Manager for ASIC under our prestigious Australian Financial Services License (ASFL). With an illustrious career spanning 34 years in the Financial Advisory sector.
Head of Legal
Mary assumes a pivotal responsibility in safeguarding our adherence to legal standards and overseeing the management of our legal framework. Her extensive background in the fields of banking and finance equips our firm with invaluable expertise and insights, further reinforcing our commitment to compliance and regulatory excellence.
Owner & Strategy Maven
As the driving force behind our firm, Shay is deeply involved in the acquisition and integration of new business ventures, particularly in the accounting sector. His active role in various aspects of the business is a testament to our commitment to growth and excellence.
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