We would like to introduce you to our hand selected Professional Service Partners. These relationships have been developed through years of doing business with reputable, trustworthy and passionate business owners or managers. Allow us to create the right team to meet all your personal and business financial needs.
Professional Service Partners
Meet David Baccinelli
Since 2002 David has been providing quality personal service to clients requiring Protection Insurance Services including Life Insurance, Total and Permanent Disablement Cover, Trauma Insurance and Income Protection
His passion for client service is driven by his own story which saw a near death accident out of the workforce for over 5 years with his personal policies assisting him and his family to live and recover until his return to work
David holds a Graduate Diploma in Financial Planning and is a Member of the Association of Financial Advisers (AFA).
Meet Darren Gollan
Darren has more than 20 years of experience in the financial services industry, including a 13 year engagement as an Executive Financial Adviser, within the Private Bank of a major Australian bank. He went into private practice to enable him to provide more comprehensive solutions when advising individuals, families and businesses, with substantial investable assets.
He has extensive experience advising clients on portfolio construction, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning, asset protection strategies and business succession planning.
Darren holds a degree in Commerce, in Management and Accounting, from the University of Western Sydney. Additionally he has attained an Advanced Diploma in Financial Planning and is a member of the Financial Planning Association (FPA). He is SMSF Accredited and an ASX Accredited Derivatives Adviser – Level 1.
Meet the Team at Regional Insurance Brokers
Regional Insurance Brokers was established in 1981. Their progressive and innovative approach to clients’ needs has ensured the company’s growth so that Regional is now one of the largest insurance broking houses in Australia.
With offices located throughout Queensland, Regional is well placed to provide exceptional service and expertise to a large and diverse clientele both within and outside the state. Their alliances with key players in southern capitals ensures that we can truly combine NATIONAL STRENGTH with REGIONAL SERVICE ensuring peace of mind and security for our clients.
Meet Kylie Regan
Charter Lester Lawyers are a small firm with a big attitude established in 2002.
They pride themselves in providing clients with personal and professional services, delivered in a cost effective and timely manner
Their clients range from first home buyers and individuals or families buying and selling real estate to property developers. They also serve small, medium and large business requiring legal assistance for a range of issues.
Meet Phil Devin
For Phil, real estate is a passion, hobby, job and career. He was born into it (his father was a real estate agent).
Growing up, I learnt from my father how to sell real estate ethically and honestly. He was a trusted man, so much so, Valuers, Developers and Consultants looked to him for advice, information and his opinion on anything from values, trends and property cycles.
So with a bloodline in real estate and a professional career previously in sales and management Phil pays homage to his father by being the Principal of a agency that is committed to being ethical, honest and true to its word.
Phil has been a fully licenced Real Estate Agent for over 12 years. He use best practice systems and processes, and understands the buying habits of today’s most discerning property buyers and by proactively and strategically marketing properties, he will get the best price in the market.
Phil is actively involved in community service by being a Board Member of a private school and is the founding Chairperson of the Brisbane Central Volunteer Area Committee of Crime Stoppers.
Meet Helene Kempe
A good business operator is always looking to improve both themselves and the effectiveness of the business processes and culture to gain maximum return for effort.
Helene specializes in coaching Individuals and Groups to develop their Self-Leadership and Self-Governance. She facilitates training workshops in Personal Development, High Performance Teamwork, Conflict Resolution, Stress Management, Developing Organisational Culture, Values and Brand.
Helene can also act on a Consulting & Contracting basis to co-ordinate Organizational Development and Marketing Project Management, provide Strategic Planning Facilitation and Process Management
Foreign Currency & Travel Insurance
Meet Jim Stewart-Koster
Crown Currency Exchange is a customer-focused, dynamic and ambitious currency exchange and international money transfer business based in Queensland, Australia
They offer great rates every day on over 80 currencies in stock in any of their outlets throughout SEQ and Queensland
They can assist in sending or receiving foreign currency and convert it to Australian dollars on your behalf, and can do so at exchange rates better than a bank will offer. Their inbound and outbound International Money Transfer (IMT) service from/to Australia is free for transactions exceeding A$3,000 meaning you save real money.
There are NO FEES or commissions on ANY of their other products – the rate you see is what you pay.
You can a get a LIVE market quote for either foreign currency/travel money or an IMT, fast, by clicking here.
The team at CCE are always delighted to see you and share some tips.