Dan is originally from England and built a managerial and banking background in the UK before emigrating to Australia in 2009, where he now calls Queensland home.
Dan graduated from the University of Reading in 2003 with a Bachelor of Arts and has continued his pursuit of knowledge; completing his Graduate Diploma in Financial Planning and specialist accreditations in both Margin Lending and Self-Managed Superannuation Funds.
Dan specialises in retirement planning, superannuation, investment, and personal insurance advice.
With over a decade of dedicated service in the Australian financial services industry, Dan possesses a wealth of experience and a passion for demystifying complex financial concepts.
“I believe that the key to high quality advice starts and ends with my clients. Taking the time and care to fully understand their family, finances and what is important to them allows us to build a trusted and genuine relationship. I can then leverage my skills and experience to guide my clients on their journey to their best financial future.”
Paul entered the financial services industry in 1997 with a passion for offering expert advice to families and businesses regarding their life insurance needs. His primary goal is to assist clients in making informed decisions to safeguard their wealth and provide certainty for themselves and their families in times of adversity. Paul is dedicated to cultivating enduring relationships with his clients, tailoring personalized plans that align with their broader financial objectives. Over the years, he has helped numerous individuals and families successfully navigate Income Protection, Total and Permanent Disability, and Critical Illness (Trauma) claims, ensuring they can sustain their living expenses and maintain their lifestyles during challenging situations.
Justine is the Practice Manager at Blue Tree Financial Planning and has worked in the financial services industry for 14 years. She has specialised in financial advice for the last 9 years. Justine works with the team to ensure that we are ahead of the curve when it comes to innovation and finding the most efficient way to accomplish our client’s goals. She provides leadership, training and support to our team with a focus on change management and compliance.
Client Services Manager
Steph is the Client Services Manager at Blue Tree Financial Planning and has worked in the financial services industry for over 5 years. She comes to us with a wealth of knowledge around retirement planning, superannuation and has a passion for delivering outstanding customer service.
Senior Insurance Specialist
Kathy is the Senior Insurance Specialist at Blue Tree Financial Planning, she has been working in the Insurance industry for over 35 years. Kathy works closely with our clients to ensure they are supported, especially in times of need.
Kathy helps our clients with claim requests, insurance adjustments, annual renewals and is passionate about getting the best outcomes for our clients.
Client Services Officer
Neha is the Team Leader at Blue Tree Financial planning. She has been working and studying in finance since 2012. She has a Bachelor of Commerce with honours in Electronic Commerce and completed her Postgraduate Degree in Master of Commerce in 2017.
Neha also has a Diploma of Financial Planning, Advanced Diploma of Paraplanning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF).
Since starting with Blue Tree Financial Planning Neha has been able to help streamline administrative processes and focus on client research and implementation. She also provides technical leadership to teammates through training and oversees day to day operations of the team.
Vaibhav is the Senior Paraplanner at Blue Tree Financial planning. He has been working and studying in finance since 2013. He holds a Bachelor of Computer Applications and completed his Postgraduate Degree in Master of Business Administration and Applied Finance in 2019. Vaibhav also has a Diploma of Financial Planning, Advanced Diploma of Paraplanning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF).
He is currently studying for Advanced Diploma of Paraplanning.
Since starting with Blue Tree Financial Planning, Vaibhav has been working on plan development, financial modelling, delivery and ongoing SMART review processes behind our strategy services. He provides quality, compliant and timely advice documents.
Rajat is working as a Paraplanner at Blue Tree Financial Planning. He has been working and studying in finance since 2012. He holds a Bachelor of Commerce and completed his Masters in the same field in 2021. Rajat is currently studying for his Advanced Diploma in Paraplanning.