Ray’s experience in the financial services industry dates from 1975, encompassing some 12 years employed directly in banking, finance, and money markets prior to being granted an Investment Advisers License in April 1987.
Ray has held advisory and management positions in the stock broking and life assurance industries and was Principal of the Financial Services division of a large Melbourne based Chartered Accounting firm for ten years.
Ray has been a Certified Financial Planner (CFP) since 1992.
Trevor has been licensed as a Financial Adviser continuously since first being granted an Investment Advisers License in May 1997.
Trevor’s experience in the financial services industry dates from 1979 with the first 18 years of this time employed directly in the Accountancy & Taxation advisory industry prior to being licensed as an adviser.
Trevor is both a Certified Practising Accountant (CPA) and Certified Financial Planner (CFP).
Burhan joined Banksia Partners in January 2007 as paraplanner and has developed a broad range of experience in this time providing a full spectrum of advice and technical financial planning services.
Burhan is currently working towards achieving his Certified Financial Planner accreditation.
As Client Services Manager, Michelle oversees Banksia’s client and administrative processes to ensure our high levels of service are achieved for clients and colleagues. Michelle commenced her career with Banksia in 2002 and has qualifications in Business Administration.