OUR TEAM

 sarah@scenicrimfp.com.au  

After getting into money trouble at a young age, Sarah committed to learning how to make money work for her, and walked Branch to Branch in search of a job with one of the top 4 major Banks. Working her way through the ranks in the Banking industry, Sarah has learnt a lot of Do’s and Don’ts along the way, and helped individuals, families and business owners from all walks of life to get their finances in order and achieve personal wealth and security they simply didn’t know how to create themselves. 

After 20 years in the finance industry, Sarah is passionate about helping people stop seeing money as something to be feared or merely dreamt of and start designing their financial future in a way that is easy to understand, without undue risks and plan for future generations also. Specialising in SMSFs, Retirement Planning and Aged Care advice, Sarah is based in QLD though travels across the country to see clients, working regularly by phone, Teams and email to fit in with your busy schedule. 

rob@scenicrimfp.com.au

Robert has lived and worked in SEQ most of his life after a stint working abroad in Europe to collect life experiences.

Being married with two young boys, Robert understands the demands that come with managing finances with a young family and enjoys helping families to fully understand their current financial position and identify what gaps are visible as well as what opportunities are available to them.

Early into his career as an Adviser, Rob realised his love of investments and specialises in this area, helping clients to understand their options and create portfolios to really meet the clients financial needs (income Vs growth needs, plus tax planning), and their comfort levels with risk.

He also specialises in personal/business insurances as well as rural succession planning, and is the Review Adviser for Scenic Rim FP clients, helping our ongoing clients to understand how they're tracking through their plan and other strategies that may also benefit them. 

Robert works with clients in all states via phone, email and Teams.

natalie@scenicrimfp.com.au

Natalie joins the team as a long-awaited Advice Associate, with over 16 years' experience as an Adviser as well as holding various roles and experiences in training advisers, managing advice practices, compliance roles and much more. 

Natalie is the glue that holds the advice side of the business with the "business" side of the business! She assists in research and strategy work, financial modelling as well as implementation of advice. 

 jen@scenicrimfp.com.au

Jen brings a keen eye for detail and impeccable task management skills to the team, supporting both clients and the Scenic Rim FP team overall to keep on top of workflow and ensure the i's are dotted and t's are crossed. 

With experience in bookkeeping, management and customer relations, she is an all-rounder who loves working with people and achieving the targets she sets for herself and the team. 

nina@scenicrimfp.com.au

Nina's cheery personality and attention to detail are a breath of fresh air for our clients when trying to get their head around changes in their financial situation. Nina ensures we have everything we need to get your advice in place and manages all administrative work for Scenic Rim FP. 

She has spent years managing offices, assisting clients and making sure things run smoothly, so she brings her calm and can-do attitude to every situation she deals with.