Peter Moore

Peter Moore JP, Professional & Mortgage Specialist, Financial Planner.

I have over 13 years’ experience in the Financial Services industry, and hold an Advanced Diploma of Financial Planning and also an Accredited Mortgage consultant; specialising in superannuation, retirement planning & loans. I am passionate about providing quality advice and service, allowing you to bring your dreams to reality through ongoing guidance and review of your financial position.
I am a NSW Justice of The Peace and have lived on the Central Coast of NSW for over 35 years. I have been providing advice to local clients for over 13 years.

Areas of expertise also include;

  • Aged care
  • Loan products
  • Centrelink benefits
  • Managed investments
  • Debt management
  • Retirement planning
  • Estate planning
  • Savings & term deposits
  • Gearing
  • Small business advice
  • Insurance & risk protection
  • Superannuation

Jodi Seaton

Jodi Seaton JP, CERTIFIED FINANCIAL PLANNER™, Professional & Mortgage Specialist.

I am a Certified Financial Planner (CFP) with the FPA I hold a Diploma of Financial Services (FP), Dip SM, Dip FS (FMBM), and have over 25 years’ experience in the Financial Services industry and also an Accredited Mortgage consultant; specialising in superannuation, retirement planning & loans. I take the time to get to know what’s important to you, and your family, and I know the strategies that can assist you to meet the many financial decisions you are faced with.

I am a NSW Justice of The Peace and have lived on the Central Coast of NSW for over 45 years. Being local and helping local people is important to me.

Areas of expertise also include;

  • Aged care
  • Loan products
  • Centrelink benefits
  • Managed investments
  • Debt management
  • Retirement planning
  • Estate planning
  • Savings & term deposits
  • Gearing
  • Small business advice
  • Insurance & risk protection
  • Superannuation

Melanie Duncan

Melanie Duncan, Client Services Manager.

Melanie is our client services manager who provides quality customer service to all our clients and ensures that a high level of customer satisfaction is maintained.

Melanie provides administrative support to our business and ensures the smooth-running of tasks right through to completion.

Melanie resolves product or service problems and ensures an appropriate and positive outcome is obtained at all times.