We work with you as a team to support you to define your goals
Inspire - Your TWO88 Financial Adviser gives you the inspiration to achieve your goals, guiding you through the complications and confusion of managing your finances. Our goal is to helping you achieve your dreams through providing quality financial advice.
Team – We work with you as a team to support you to define your goals and define a plan to achieve them. We keep you on track with regular updates so you can achieve what's important to you. We work with you to deliver the solutions you need and act as your 'coach' to help you be accountable to stick by these decisions
Honesty & Trust – We value transparent & open dialogue. The key to any great relationship is trust. We ask the important questions and work with you to identify what's most important to you.
The TWO88 Team
Director of Wealth
Director of Loans
Director of Business Services
Director of Projects
Our business has grown organically and through mergers. Our consultants provide integration support and sound client guidance.
Robert Medina, prior Director of Medina Financial Services P/L. Robert Medina has been providing financial planning advice since 1973. He has attained a Diploma of Financial Planning (DFP) through Deakin University plus Certified Financial Planner (CFP) status; being the highest designation for financial planners globally.
Lester Rodrigues, formerly Director of Financial Solutions Innovation Centrey P/L. Lester has been providing financial planning advice since 2010 and was focused on Client Risk Solutions. Lester started in the industry at TAL Life as a Sales Representative.
Our Business Guides
We are constantly seeking to develop and improve our practise.
For Financial Planning, we are guided by Glenn Bennett, Regional Manager NSW, ACT and Vic for Infocus Wealth & PATRON Financial Advice. Glenn supports and guides us in developing client and business strategies that are founded on the principles of compliant advice delivery through licensee support (systems, processes and staff).
For our Credit Advice activities, Phillip Donaldson, NSW Business Development Manager for Finsure Aggregation Group/LoanKit/Beagle Finance Pty Ltd – Australia’s fastest growing mortgage aggregator. Phillip supports and guides us to develop strong partner relationships, in conjunction with our client and business strategies.
Our Client Supporters
Katrina Osmond is our dedicated Client Services Officer (CSO). Katrina has over 10 years experience in various Administrative roles.
Scott Williams works part-time as an Adviser Assistant. Scott is currently in his second year of studying a double degree comprising, a Bachelor of Commerce (Finance) and a Bachelor of Psychology (Honors) at Macquarie University. In his spare time Scott enjoys playing soccer and trail bike riding.
We are also supported by a dedicated team of client service managers, all based at Infocus Wealth’s Sunsine Coast office and responsible for our operational client services.