Meet our Sunshine Coast team

The Sunshine Coast office was acquired by the Aware Investment Management Group in December 2008, but has been operating and providing advice to many Sunshine Coast clients since the early 90's.  Located on Aerodrome Road at Maroochydore, our office is convenient for our Sunshine Coast client base, as well as servicing many of our clients around the broader coast and northern and western districts. We have two very experienced senior advisers located in our office in Geoff and Tracey, who are well supported by Diane, our Client Services Manager. 

CFP® and FPA Professional Practice - what do they mean? Our advisers are constantly furthering their knowledge and skills. Several of our advisers have been accredited as Certified Financial Planners® whilst others are working toward this highly regarded Mark. CFP® certification is the global symbol of excellence in financial planning. It is awarded by the Financial Planning Association of Australia (FPA) to individuals who have gone beyond the competency, ethics and professional standards of other FPA practitioner members. Each year CFP® Professionals must renew their right to use the Mark.

Our office has also been accredited as an FPA Professional Practice. By awarding this title, FPA recognises that Aware Investment Management Group is a financial planning practice people can trust. Only practices providing the highest quality financial advice in their community can use the title. To date there are just 30 FPA Professional Practices in Australia.

As a client, choosing CFP® professional and an FPA Professional Practice gives you confidence that the advice you receive will be of the highest standard. To find out more about the FPA's standards for membership, CFP® professionals and Professional Practices click here.

Geoff Burchell

Geoff Burchell, Senior Adviser and Authorised Representative
Geoff joined the team in January 2002 after a 20 year professional career as an Engineer Officer in the Australian Army. As well as his engineering qualifications, Geoff holds a Masters of Business Administration and a Diploma in Financial Planning. He has been a Committee Member of the Sunshine Coast Chapter of the Financial Planning Association for several years and is an active Board member at his children's school.

Geoff's expertise lies in helping retiree clients fund their chosen lifestyle and assisting younger professionals and business owners accumulate wealth in a tax effective manner.
Tracey Tomich

Tracey Tomich, Senior Adviser and Authorised Representative
Tracey is a CFP® professional. Find out more about why this is important for you by clicking here

Tracey has been in the financial services industry since 1993 and has accumulated extensive experience in developing financial planning strategies for many different of clients. Tracey specialises in superannuation and retirement planning, investment gearing and wealth creation strategies and portfolio management services.
Dianne Scott

Diane Scott, Client Services Manager
Di has been working in client services within the financial planning industry for six years and re-joined Aware Investment Management Group in July 2011. Di has extensive professional experience in business administration having worked in corporate and legal environments before moving to financial planning in 2005.

Di is currently completing a Diploma of Financial Planning and has a strong interest in risk insurance.
Professional Practice. Financial Planning Assoc. of Australia logo

LATEST NEWS

Italy's bond yields

With the third-largest government bond market in Europe and 167 billion euros in debt due to mature in 2012, Italy is considered “too big to fail”. 18 November 2011

A year in two halves.

With the first being economically more challenging than the second. And this should have an ultimate bearing on what the stock markets do. 19 January 2012

Global Panic: The Impact on Asset Classes

Global markets are in the middle of a painful process of registering lower growth expectations, and not on the brink of destruction. 24 August 2011

Same story keeps investors wary

Markets are still reacting with uncertainty to new Government measures 9 September 2011

Can a Lehmans happen again?

Could a large, systemically important bank fail in the current environment? To answer we need look at how the world has changed since September 2008. 27 September 2011

The Budget

The ‘tough’ budget as touted by the government is not so tough. We look at what has changed and what hasn’t and how it affects you. 11 May 2011

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Aware Investment Management Group
Unit 3 Milton Circle, 18 Kilroe Street Milton QLD 4064

Aware Investment Management Group is an
Authorised Representative of
NOW Financial Group Pty Ltd AFSL No. 411227