Our staff members – qualifications and relevant experience
Bruce has extensive experience within the insurance industry and accounting and legal profession, providing exceptional outcomes to those industries since 2001 for income protection risk management and personal and commercial litigation support. He has spent three years as an auditor and ten years in commercial accounting for private and publicly listed companies.
Bruce has been involved with various property development projects across the Southern Downs Regional Council (SDRC) and since 2004 has developed various strata titled and freehold properties on multiple development sites. He consults to private companies and has the experience to understand and deal with the issues facing business today.
Bruce is a Chartered Accountant with a Certificate in Public Practice (CA ANZ) and Bachelor of Business (Accounting). He holds a Diploma of Insurance Broking, Grad Cert. in Forensic Studies and Cert IV in Property Services (Real Estate), Finance & Mortgage Broking and Strata Community Management. Bruce is a member of the Finance Brokers Association of Australia (FBAA), A&NZ Institute of Insurance and Finance (ANZIIF) and Certified Member of the Association of Fraud Examiners (CFE).
Theresa has worked in the finance sector since 2003, within both large and medium organisations progressing and developing her skill set by taking on various roles within the organisations.
Theresa has assisted with the property development area of the business by providing administration support as the projects required it.
Theresa is a licensed Real Estate Agent in Queensland. Theresa has a Diploma of Insurance Broking and Certificate IV in Property Services (Real Estate), Strata Community Management, Finance & Mortgage Broking and Bookkeeping & Accounting. Theresa is a member of A&NZ Institute of Insurance and Finance (ANZIIF).