The Board of Directors
Paul Forbes GAICD, GRAD DIP EC., B.BUS (MGT), DIP FP
Director/CEO
Paul brings over 30 years of experience to the group since joining the financial services industry in 1985. Paul has held executive roles with Professional Investment Services, Guardian Financial Planning (a wholly owned subsidiary of Asteron), IOOF and Macquarie Bank. He has extensive experience in licensee management and is focused on delivering a licence that both meets and exceeds the expectations of the regulator.
Bradley Wall B.BUS, ADIP FP, CFP
Director
Bradley has been working in the financial services industry since 1997. His preceding career involved Commercial and Insolvency Accounting roles in Australia and overseas. In 2011 he was nominated for the Professional Investment Services ‘Adviser of the Year’ attesting to his exemplary professional standards and the quality of advice provided to his clients.
Hugh Robertson CFP MFinPlan MBA BIntFin(Acc) ADFS(FP)
Director
Hugh was selected straight from university for a major bank graduate program and has since worked with Noel Whittaker at Whittaker MacNaught, before joining Centaur Financial Services in 2009. Hugh’s professionalism, business acumen and experience have been recognised with him sitting on the Griffith University Alumni Advisory Board and on the Board of Directors for Gold Coast Basketball.
Marc Venter B.BUS ADip FP CFP
Director
Marc started in the financial services industry in 2001 gaining experience in financial strategies and building client investment portfolios before progressing to financial adviser. He has been with Guide Financial since 2003 and has been awarded PIS Australian Unity Paraplanner of the year in 2004 in recognition of his technical knowledge.
Troy Theobald B.BUS, CFP, ADIP FP.
Director
Prior to establishing Robina Financial Solutions (RFS) in 2004, Troy was employed for ten years as an Accountant and Financial Planner. With the guidance of a senior adviser he cut his teeth on building client investment portfolios and defensive asset allocation strategies before moving into asset structuring and protection. Troy has won a number of awards including the Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and again in 2013.
Jeff Thurecht CFP, B.IT
Director
As a Director and Financial Adviser at Evalesco Financial Services, Jeff is motivated by empowering his clients and the community to be healthy, wealthy and happy. He is a passionate believer in the opportunity for financial advice to play a greater role in helping clients to understand what success means for them and then establish a path which maximises the probability of achieving those dreams. Jeff is a Certified Financial Planner (CFP), a Director of the Association of Financial Advisers and was a finalist in the IFA Excellence Practice Principal of the year for 2016. He is enjoying his 20th year in financial advice while looking forward to continuing to help more people to be healthy, wealthy and happy.
Marshall Brentnall CFP, B.BUS
Director
Marshall sees that his purpose is to ensure the team at Evalesco is making it possible for their clients to spend time with their families and friends and to take some time out from their increasingly busy lives to travel and have some fun. He is passionate about empowering those in the Evalesco community to be healthy, wealthy and happy. Marshall is a Certified Financial Planner (CFP) devoted Dad and husband and award winning adviser, having been crowned the Professional Investment Services Adviser of the year in 2011, among other honors.