At SEA Financial Group, we are passionate in creating authentic, individualised financial plans for our clients. Our own families, lifestyles and futures are important to us – and we know that yours are, too. We won’t lose sight of what’s important – and we will work collaboratively with you to determine your goals and financial needs.
“I take great pride in developing close relationships with my clients, from young adults accumulating wealth, people in their middle years consolidating and protecting wealth, to those moving into their retirement years. Regardless of age, everyone has goals and aspirations that require a plan and considered guidance to help bring them to fruition – and I am passionate about helping them achieve this.”
Glenn is the Director and Branch Manager of SEA Financial Group and has worked in the financial services industry since 1990. He founded Cornerstone Wealth Management (trading as SEA Financial Group) in 2003.
Glenn holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning and is a Fellow Chartered Financial Practitioner. Glenn has completed and passed the Financial Adviser Standards and Ethics Authority exam, Code of Ethics and Professionalism in Financial Advice and is accredited to provide advice on SMSFs (self-managed super funds). Glenn is a registered member of the Tax Practitioners Board and is a member of the Association of Financial Advisers (AFA).
Glenn was selected in the inaugural Barron’s Top 100 Australian Financial Advisers and voted in the Financial Standard’s Top 50 most influential advisers of Australia in 2017.
“I enjoy developing close relationships with my clients. I am devoted to providing the best advice on Life Insurance, Managed Investments, Superannuation and Retirement Planning, Direct Equities and Aged Care.”
John has worked in the financial services industry since 2004, working in financial planning firms such as NRMA Financial Services and Westpac Financial Planning.
John holds a Bachelor of Management, an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association (FPA) and registered member of the Tax Practitioners Board.
John has completed and passed the Financial Adviser Standards and Ethics Authority exam, Code of Ethics and Professionalism in Financial Advice and is accredited to provide advice on SMSFs (self-managed super funds).
“I take the time to understand the goals and objectives of my clients in order to build a considered plan suited to their financial needs.”
Paul holds an Advanced Diploma of Financial Planning and has passed the Financial Adviser Standards and Ethics Authority exam, Code of Ethics and Professionalism in Financial Advice. He is a member of the Financial Planning Association (FPA).
Paul started his career as a Financial Adviser in 1999 with St. George Bank and he has held Senior Management positions across multiple advice licensees in a variety of roles. This included the supervision and monitoring, practice management and development and audit of adviser practices. He has won multiple CEO awards for outstanding performance in these roles. This experience has enabled Paul to build a strong understanding of what good quality financial advice is and the benefits it can create for clients.