CREATING PLANS FOR THE FUTURE
CREATE ADVICE GROUP CAN ASSIST WITH ALL YOUR FINANCIAL STRATEGIES, WITH SPECIALIST COST EFFECTIVE ADVICE IN:
- Retirement planning
- Financial planning
- Investment and strategic asset allocation
- Personal superannuation
- Self-Managed Super Funds
- Wealth and asset protection through insurance
- Aged care solutions
- Ongoing advice and services including regular reviews
- Retrenchment advice
- Estate and succession planning
Meet Our Team
Simon Carrie
Director & Senior Financial Planner
Simon joined the financial planning industry in 1997. Simon has the unique ability to explain often technical concepts in client friendly language. Prior to joining the financial services industry Simon worked in various senior roles in Banking and Finance. Simon holds a Diploma of Financial Planning and is also a Commissioner of Declarations.
Jason Seaby
Director & Senior Financial Planner
Jason appreciates the importance of maintaining a strong ongoing relationship with his clients and he achieves this through open and regular communication. Jason holds a Diploma of Financial Planning. He also holds a Bachelor Degree of Mechanical Engineering.
Brent Niszczot
Senior Financial Planner
Brent is based in our Newcastle office, located in Beresfield NSW. He has been working in the Financial Planning industry since 2008. Brent, enjoys being a part of the local community, helping his clients simplify and control their personal, financial and lifestyle needs. Also, working with them to educate and help understand where they are at, where they want to go, and to guide them along the way with reviews of their goals they wish to achieve.
Colleen Geach
Receptionist
Full-time receptionist with over 10 years’ administration experience; holds a Diploma of Office Management; dedicated to ensuring a fantastic client experience.
Karl Saint
Client Relationship Manager
Currently studying for a Bachelor of Business and Commerce (Finance Major & Minor in Law); committed to high-level customer service and ensuring client requirements are met with precision.
Regan Hayne
Client Relationship Manager
Joined the team in May 2014, bringing over six years of experience in the banking industry. With a strong background in financial services, working closely with planners to develop tailored strategies and solutions that prioritize the best interests of our clients. Focused on delivering optimal financial outcomes by providing expert guidance and ensuring that each client receives personalised, high-quality service.
Your Support Team
Susan Ellevsen
Client Relationship Manager
Has 30 years of client services experience, including 16 years as a senior account manager; focused on building long-lasting client relationships through excellent service.
Samantha Armour
Senior Client Relationship Manager
Joined in September 2021 and brings extensive customer service experience; supports the planners in advice implementation and strives to continuously improve business processes and client relations. Holds a dual diploma in Business and Business Administration, Bachelor of Advanced Bio-Medial Science, Graduate Diploma in Environmental Studies.
Cassandra Bohm
Client Relationship Manager
Over 20 years in customer service, dedicated to supporting key business functions and enhancing the client’s overall experience. Focused on ensuring smooth service delivery and streamlined processes that benefit the clients we serve.
At Your Service
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Our Details
Phone: 07 4592 8300
Email: admin@createadvice.com.au
Address: 27 Clifford Street, Toowoomba City, QLD 4350 (Off-street Parking)