About Us

The Rockhampton office was established in 1986.

The partners for the office are Kathy Holmes, Karen McTier and Peter Foreman. The Rockhampton region has experienced strong growth in population due to the expansion of resources industry and buoyant conditions in the agricultural sector.

This has led to an increase in the need for investment services in the region.

The Rockhampton office is founded on a practical approach to business where the advisers have wide industry experience and business backgrounds.

We take a traditional approach towards advice for our clients and how we structure and manage client portfolios.

Our team is actively involved in the community with representation in local business, sporting and recreational groups.

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