Renee Heaney DipFS(FP), Dip FA, CFP, JP
Authorised Representative 305981
Renee has been in the financial services industry for over 22 years, the most recent 12 years working in her own business as a financial planner and mortgage broker, servicing a wide variety of clients. Prior to that Renee gained experience in private client stockbroking and derivatives with Bell Potter Securities and Paul Morgan Securities.
Renee enjoys all aspects of financial services and likes to assist with client understanding of their own unique financial situation and instruments, in addition to helping them meet their goals for their ultimate work life balance.
Robert Galante DBA, Dip FA
Authorised Representative 1001759
Robert has been in the finance industry since 1983 and a financial adviser for over 20 years. Robert enjoys working with retail investors/clients, helping them to develop a customised plan supported by the correct wealth creation and protection strategies.