Use the quicklinks below or scroll down to read about our team.

Principals and Financial Planners

Michael Mayoh     CFP® DipFP SAFin   
Authorised Representative of Charter Financial Planning Limited

Andrew Burnett     B Com, Dip FS
Authorised Representative of Charter Financial Planning Limited

Phil McIntyre      CFP®, Dip FP, ANZIIF (CIP)
Authorised Representative of Charter Financial Planning Limited

Simon Rowse     CFP®, CPA, B Com
Authorised Representative of Charter Financial Planning Limited

   

Administration Team

Debbie Kiernan Dip FS – Office Manager

Sue Blanchard  Dip FP - Paraplanner

Marcelle Smith Dip FS - Paraplanner

 


Principals and Financial Planners

Our Financial Planners have over 91 years of combined experience in the financial services industry and we take great pride in providing tailored advice that will help you to achieve your financial goals.  All of our planners are owners of the business and have a vested interest in building long term relationships with our clients.

Back to top^


Michael Mayoh CFP® DipFP SAFin
Authorised Representative of Charter Financial Planning Limited

Michael commenced employment in the Financial Services Industry in January 1990 and obtained experience in banking and finance prior to commencing his Financial Planning career in August 1996.

Michael is a CERTIFIED FINANCIAL PLANNER ™ of the Financial Planning Association and a Senior Associate Financial Services Institute of Australasia.

Michael holds a Diploma of Financial Planning from the Deakin University Melbourne and a Diploma of Financial Markets from the Securities Institute of Australia. Michael also holds specialist accreditations in Self Managed Super Funds and Salary Packaging.    
Michael’s financial planning expertise allows him, to assist you, to effectively use your cash flow and capital to achieve your lifestyle goals. 

CFP® member of the FPA    

Back to top^


Andrew Burnett B Com, Dip FS
Authorised Representative of Charter Financial Planning Limited

Andrew commenced employment in the financial services industry in 1996 and obtained experience as a trainer, lending officer, supervisor and bank manager prior to becoming a financial planner.  Andrew left Suncorp and joined Financial Directions NQ in 2007 as he wanted to offer his clients an expanded service and assist clients in all their financial needs. 

Andrew holds a Bachelor of Commerce from James Cook University and has a Diploma of Financial Services from Tribeca. 
Andrew has a love for pre-retirement and retirement planning, however, has a wide experience in financial services and is able to assist you in all areas of financial planning.

Back to top^


Phil McIntyre CFP, Dip FP, ANZIIF (CIP)
Authorised Representative of Charter Financial Planning Limited

Phil started in the insurance and finance industry in 1968 and obtained a variety of experience as a trainer, adviser and district manager.  Phil became a financial planner with Financial Directions NQ in 1995 and since then has developed many long term relationships with clients.

Phil has a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER of the Financial Planning Association.

CFP® member of the FPA  

Back to top^


Simon Rowse CFP®, CPA, B Com
Authorised Representative of Charter Financial Planning Limited

Simon joined Financial Directions NQ in 2010 after 10 years as a Manager and Financial Planner with Suncorp.  Simon specialises in retirement, pre-retirement and investment planning, while also able to assist in all areas of financial advice.

Simon holds a Bachelor of Commerce from James Cook University, is a Certified Practising Accountant, and a CERTIFIED FINANCIAL PLANNER ™ of the Financial Planning Association.
CFP® member of the FPA  

Back to top^


 

Administration Team

The Financial Directions NQ administration staff is able to assist with your enquiries and ensure that all requests are processed efficiently.  Education and training is taken very seriously at Financial Directions NQ so all staff participate in ongoing education to ensure they not only meet, but exceed current legislative and compliance requirements.

Back to top^


Debbie Kiernan Dip FS – Office Manager

Debbie has been working in the insurance and financial planning industry since 1975 and has a Diploma of Financial Services and Certificate IV in Business. 

Debbie provides a link between Clients, Advisers and Staff of the practice, to ensure that Financial Directions NQ continues to provide clients with professional financial planning service.

Back to top^


Sue Blanchard  Dip FP - Paraplanner

Sue has been a Paraplanner since 1998 and joined Financial Directions NQ in 2007.  Sue has a Diploma of Financial Planning through Deakin University and is a Commissioner for Declarations.

Sue works closely with our financial planners and provides them with research and modeling on strategies and products to ensure our advice encompasses all areas of your financial situation.

Back to top^


Marcelle Smith Dip FS - Paraplanner

Marcelle has been a Paraplanner since 2005 and joined Financial Directions NQ in 2011. Marcelle has a Diploma of Financial Services.

Marcelle works closely with our financial planners and provides them with research and modeling on strategies and products to ensure our advice encompasses all areas of your financial situation.

Back to top^