Our Partners

Marcus Robertson

CFP™ Dip FP B Comm LLB CA - Financial Planner

Marcus has extensive experience in the areas of Taxation and Superannuation having worked for a large national Accounting firm in Sydney and with a local firm of Chartered Accountants. Marcus is a Certified Financial Planner and has a Commerce degree and a Law degree from the University of NSW. He was admitted as a Solicitor in the Supreme Court of NSW in 1989 and is a Chartered Accountant.

Jeff de Rooy

CFP™ Dip FP - Financial Planner

Prior to joining the company in 2000, Jeff spent 18 years with the ANZ Bank in varied roles including branch management and Financial Planning.

Jeff and his wife Terri, and their twin boys Nathan and Brenton moved to the local area from the Central Coast in 1994 to take up the role as Financial Planner for the Mid North Coast Region.

Jeff and Terri are actively involved in the local community, and are members of the Cape Hawke Surf Life Saving Club where Jeff is a patrolling member and has been the Director of Youth Development.

Jeff holds a Diploma of Financial Planning and is a Certified Financial Planner.