Coaching & Education
Unswayed by institutional ownership but retaining access to the entirity of the insurance, superannuation and investment market, AWS provides optimal choice with impartial advice – a winning combination.
Lindsay Yelland (CFP)
Alex McMillan (B. Bus (Finance), DFP, JP)
Operation Manager & Adviser
Alex overseas the provision of advice and ongoing reviews for all AWS clients.
Jade Stapledon (MBA. DFP, ADFP)
Marissa Campbell- Service
Financial Services Associate
Marissa ensures all the detailed information that clients provide is accurately detailed in their financial plan, as well as aiding the implementation of financial plans.
Davis Worcester & Co Solicitors assist AWS clients with legal matters, including property conveyancing and estate planning.
Qgr Accountants are an accountancy firm based in Robina, QLD. Qgr provide SMSF returns & ITR services to our client base, providing experienced advice with a compliance focused approach to accounting.
Yelland Property Loans provide credit advice to AWS clients, including owner occupied loans, investment loans and refinancing.