- Wealth creation and investment strategies
- Financial planning for business owners
- Retirement planning & superannuation
- Self-Managed Super Funds (SMSF)
- Personal and business insurance/risk strategies
Harold Braakhuis has enjoyed a financial services career spanning almost 40 years, including 25 years building his own successful practice in Port Lincoln. Drawing on specialist skills in superannuation and self-managed super funds (SMSF), wealth creation and investment strategies, retirement planning and financial protection for families, Harold is extremely well equipped to help his clients achieve their long-term financial goals.
The world of financial advice may seem a far cry from the Australian Army Reserves, yet every day in her role as financial adviser, Triona Ambrose draws upon the skills and expectations for discipline, dependability and problem-solving that enabled her to serve so capably as a Reservist on the Ready Reaction Force for East Timor and on the security task force at the 2000 Sydney Olympics.
Lisa is a qualified paraplanner with a Diploma in Financial Planning and has a key role in compliance and preparing Statement of Advice documents. Lisa is based externally in the lovely Riverland town of Loxton and has been with Active Financial Planning since the company was developed. With a wealth of knowledge and skills, she has enjoyed the process to become a paraplanner and is an important part of the team.
Jude has been with Active Financial Management since 2011. Combined with administration experience from working within the private education sector and time with the mining industry, Jude has a broad range of skills acquired within a number of different facets of the business. Jude’s key duties include investment trades administration, investment research and client liaison.
Chris has been with Active Financial Management since 2016 and brings a wide range of cross-skills from experience working within the Employment Services industry, Retail environment and with Real Estate & Construction Industry Associations. Chris administers the background systems and processes to help ensure smooth running of the business and is focused on enhancements in service delivery.
Based in Jamestown, Phillip started in financial services in 1982. During his career he has worked in several regions of South Australia, building extensive experience in agricultural finance relationship management as a specialist in rural finance. Phillip eventually started his own business, forging a relationship with Active Financial Management, with the aim of filling a gap he saw in rural and remote areas for personalised, client focused financial services.