Caring for the next generation
A BUNDABERG financial planning business is celebrating its accreditation as a Professional Practice member of the Financial Planning Association of Australia (FPA).
Adviser Louise Jealous-Bennett said C2G Financial Services, originally Chris Palmer and Associates, had been advising clients throughout the Wide Bay, Sunshine Coast, Brisbane and Gladstone for more than 33 years.
In 2006, the business changed its name to C2G Financial Services to reflect its goal of being a "cradle to the next generation".
"The C2G trademark is representative of the fact that we have long-term relationships with our clients by taking care of their finances and offering them quality advice," Ms Jealous-Bennett.
"C2G incorporates professional advice strategies using global resources."
To qualify for the Professional Practice membership, the advisers at C2G have met the education and professional requirements set by the FPA and must be reviewed regularly.
Chris Palmer is a senior adviser who, over the years, has achieved many awards in the industry.
Mr Palmer became the first Queenslander to top the country in sales for National Mutual in 1994.
He was also awarded the AXA Financial Planning Adviser of the year for Queensland in the same year.
"I like the combination of working with figures, problem solving and offering clients value of advice," he said.
Ms Jealous-Bennett has been advising for seven years and is the practice principal.
She has a university degree in economics and postgraduate degree in accounting.
"As a financial planner, I am extremely excited to be able to position the practice as a leading advice practice for the region," she said.
"The designation enables other professionals to have a financial planning firm they can rely on for advice and businesspeople and individuals have a leading firm to come to through these turbulent times."