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HBAS - Home Builders Advisory Service, Queensland’s Leading Building Broker
 

 

Financial Advisors and Wealth Creators

 

HBAS uses and recommends the following supplier:

 

 

Infocus Brisbane

(Caboolture)

 

The Caboolture region is one of Queensland’s fastest growing areas, situated at the southern end of the Sunshine Coast and the northern reaches of Brisbane’s outer suburbs.

The office is conveniently located in the Kingsgate Centre, on the corner of King Street and Morayfield Road, with off street parking at the rear of the building as well as within a quick stroll of the Council’s multi level parking facility.

At our office we feel a holistic approach is the best way to helping our clients achieve their goals and aspirations. We work together with our clients through a regular review process, and undertake investigative research to tailor a strategy to meet their individual needs.

Suite 2, Kingsgate Centre
42 King Street
PO Box 981
CABOOLTURE QLD 4510
Telephone: 07 5498 3818
Facsimile: 07 5498 3919
Email: caboolture@infocus.com.au
Web Site: www.infocus.com.au

Infocus Securities Australia Pty Ltd trading as Infocus Money Management AFSL No. 236523 ABN 47 097 797 049

Infocus Caboolture

Winner - Quest Business Achievers 2008 (Professional Category)

Infocus Caboolture

Winner - Excellence in Business 2008 (Professional Category)

 
  At this office:


Roland Knight DFP, AFPA, Aff A.I.I., C.dec(JP) - Senior Financial Adviser
Authorised Representative - No. 297765

Roland started his previous advisory business in 1981. He sold this Financial Planning practice in 2002 and started working as a salaried adviser for the big banks. This stint gave Roland a unique perspective on the way banks look after their clients, and is a major reason for starting an Infocus office in 2006 with wife Anne-Louise as another adviser.

With a reputation as a financial adviser of high integrity, he is able to empathise with clients and to quickly understand their situation and communicate complex subjects in simple to understand terms.

Roland’s wealth of experience spans the boom and bust times of the eighties, the recession of the early nineties, right through to today. Roland is able to provide advice on all aspects of financial planning. He does this by helping his clients clearly identify their goals and works with them to put appropriate strategies in place to achieve those goals.

Roland holds a Foundation Diploma of Financial Planning (Fdn DFP), and has completed the Advanced Diploma of Financial Planning, as well as being registered as a Commissioner for Declarations C.dec (JP). Roland is an Associate member of the Financial Planning Association of Australia (AFPA) and adheres to the FPA's Code of Ethics.


Anne-Louise Knight Fdn DFP - Financial Adviser
Authorised Representative - No. 289262

Anne-Louise has worked in the finance industry since 1995, having experience in a broad range of banking, insurance, lending and investments. She started her studies to become a Financial Adviser while working in a supervisory role for a regional bank and went on to become a Financial Adviser in January 2000. After leaving the banks in 2004, Anne-Louise assisted clients at the Sunshine Coast Infocus Money Management office, before opening the Caboolture Infocus Money Management office with Roland in February 2006.

With her past experience as a self-employed business owner and a mother of three, she has the ability to relate to clients and assist them in ascertaining and achieving their lifestyle goals through a holistic approach. Anne-Louise completed the Foundation Diploma of Financial Planning (Fdn DFP) through Deakin University in 2001 and is in the final stages of completing the Advanced Diploma of Financial Planning.


Robyn Roberts - Client Service Officer

Robyn is the first person at the Caboolture office that most clients will come into contact with, whether by phone or in person. She will organise, and confirm your appointment with the Advisers and be here to greet you with her welcoming smile.

Robyn also assists in maintaining day-to-day service to our clients and managing a broad scope of administrative duties including preparation of review reports for our existing clients, and answering any questions they may have in relation to the administration of their portfolios.

Robyn has joined our team after providing extensive banking, lending and insurance services to customers in a large local bank for the past 21 years.

ASK ABOUT THE SPECIAL OFFERS AVAILABLE FOR HBAS CLIENTS
 
 

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