Essential Advice Pty Ltd Financial Planners and Retirement Specialists, Sunshine Coast, Queensland
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Financial Planning Association Member
 

Ken Allan ProprietorKen Allan Dip FP, CFP (Proprietor)

Ken is a Financial Adviser with over 40 years experience in the financial sector and is an Associate member of the Financial Planning Association. In 1990, he was one of the first Authorised Representatives to become a Certified Financial Planner in Australia. His excellent investment skills have ensured that his clients have remained loyal throughout global financial crises. His in depth knowledge of superannuation comes from his former position as trustee for one of Australia’s largest super funds. Ken has given financial advice on the Sunshine Coast since1988.
Email:  ken.allan@essentialadvice.com.au

Doug BannamDoug Bannam Dip FP, CFP

Doug is a Financial Adviser with 43 years experience in the financial sector and is an Associate member of the Financial Planning Association. Doug completed his Diploma of Financial Planning in 1995 through Deakin University and became a Certified Financial Planner in 2000 after completing further studies. Doug has previously established two businesses in Darwin and Atherton, and provided financial advice in The Tablelands, where he still retains some clients. Doug has been living and giving advice on the Sunshine Coast for over ten years.
Email: doug.bannam@essentialadvice.com.au

Anna DukesonAnna Dukeson BSc MFinPlan

Anna completed her Bachelor of Science majoring in Pure Mathematics at the University of Queensland in 2000, later completing her Master of Financial Planning at the University of the Sunshine Coast. She has been employed and mentored by Ken for 7 years. Anna's mathematical and analytical skills are invaluable in assisting clients in all aspects of financial planning. Recently returned from maternity leave, Anna is continuing training and experience by working part time with us, but is not an Authorised Representative at present.
Email: anna.dukeson@essentialadvice.com.au

Barney ProctorBarney Proctor BBus

Barney is a Financial Adviser and Authorised Representative. In 2007 he completed a Bachelor of Business degree majoring in Finance and Economics at Edith Cowan University WA, graduating in the top 5% of students. Barney then spent several years employed as a Para-Planner learning all aspects of financial planning. He has continued his financial planning studies and is being mentored by Ken. Barney looks forward to a long career in Financial Planning and enjoys meeting clients to assist them reach their financial goals.
Email: barney.proctor@essentialadvice.com.au


Essential Advice Pty Ltd (ABN 35829471001) is a Corporate Authorised Representative of Securinvest Financial Planners Pty Ltd, AFSL 223280/ABN 38005526992.
Address: 2.05/202 Jells Rd, Wheelers Hill, Vic 3150. Tel: (03) 9574 8300 Fax: (03) 9574 9231

Web: www.sifp.com.au