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)
Managing DirectorWith 20 years of experience in the financial advice sector, Lindsay leads the team at AWS with aplomb. A Charted Financial Planner (CFP), Lindsay provides honest, straight-forward advice that maximises the ability of clients to achieve their financial objectives. By engaging with clients on a deeper level, Lindsay takes the burden and stress of managing your finances off your shoulders, to enable you to enjoy your lifestyle to the fullest.
Alex McMillan (B. Bus (Finance), DFP, JP)
Operation Manager & AdviserAlex has a driving desire to help clients achieve the best of their financial circumstances. By spending time getting to know all clients of AWS Financial Planning, Alex ensures that clients’ specific goals and objectives are met.
Alex overseas the provision of advice and ongoing reviews for all AWS clients.
Jade Stapledon (MBA. DFP, ADFP)
Compliance ManagerThe Financial Services industry is Jade’s passion, with her experience across a range of businesses contributing to her significant knowledge of the industry and the issues Financial Service Professionals face. Having previously sat on the board of financial planning dealer groups, Jade is well equiped to ensure the compliance of all advice coming out of AWS Financial Planning.
Marissa Campbell- Service
Financial Services AssociateMarissa provides key support services to our advisers whilst acting as an important point of contact for clients.
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.