Value the Future

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Phone: 0437 554 653

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What we offer

1 Jan 2018

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Team

Mary Campbell
Principal Financial Planner

Mary Campbell has a Bachelor of Commerce in Financial Planning and Accounting and is a member of the Financial Planning Association (FPA) and CPA Australia. Mary has over 15 years professional experience working for a number of leading Ethical Investment companies including Australian Ethical Investment and Superannuation, Uniting Financial Services and Ethical Investment Services.  Mary is a Certified Responsible Investment Financial Adviser and member of the Responsible Investment Association of Australasia (RIAA).
 

Mary is passionate about supporting our community and environment.  She supports many charities and received a medal for her contribution to the Motor Neurone Disease Association of NSW.
 

Mary enjoys financial planning because she is able to help people achieve their dreams and align their investments with their personal values.

Di Green
Client Services and Administration Officer

Di’s role includes research, administrative support and client services.

Di brings a wealth of knowledge and experience to her role with over 20 years’ experience in the finance and ethical investment industry.  Di has an eye for detail and continuously improves processes and efficiency at Gold Leaf Financial Services.

Di has a kind and understanding approach to assisting clients with any queries.  Di enjoys talking with clients and, as with Gold Leaf Financial Services, the focus is on client values and their goals, which means naturally these conversations cover what clients want out of life, not just what they want financially.

Di is based in Brisbane and loves music (from dance to heavy metal), gardening and making all sorts of things for her beautiful granddaughter.

Dave Paton
Administration Assistant

Dave is the administration assistant at Gold Leaf Financial Services. This includes client administration and assisting the adviser with client reviews, reports and responding to client enquiries.

Dave has a Bachelor of Business (Accounting), a Graduate Diploma in Applied Finance and Investment and has been a CPA for over 10 years. Dave has over 10 years involvement in finance and accounting including Ethical investment, with over 2 years each at Australian Ethical Investment and Future Super.

Dave has been a supporter of environmental protection for many years, including volunteering with the Sierra Club in Montreal and involvement with the Hepburn Wind Farm. Dave enjoys travel, music (all sorts) and skiing.

Jade Hoole
Client Services Manager / Paraplanner 

Jade Hoole manages our client services and assists clients with the paperwork to implement their financial planning strategies.  Working with financial adviser Mary Campbell, she prepares high quality financial plans, to help clients understand the financial advice that is tailored to their personal goals, values and circumstances.  Jade has over 8 years experience in Paraplanning.

Jason Campbell
Chief Information Officer

Jason’s role includes leadership in the development, implementation and support of critical information management and technology initiatives at Gold Leaf Financial Services.

Jason Campbell has a Bachelor of Computer Science and has over 10 years’ experience supporting computing systems. Jason is a member of the Australian Computer Society, the professional association for Information Technology professionals. Jason regularly attends conferences and special interest groups to stay up to date with the latest IT trends. In his position Jason maintains and updates all of our IT and Computer Services including our website enabling the Gold Leaf team to provide quality service to our clients.

Jason regards himself as a bit of a foodie and thus enjoys visiting cafes and restaurants to sample the delicious food. He also enjoys travelling, spending time with friends and family and loves to enjoy the outdoors at the beach, bush and rainforest.

Justine Malone
Graphic and web designer 

Justine is the sole graphic and website designer for Gold Leaf Financial Services and covers the print and web elements for the business.

With 10 years experience in the design industry Justine has past experience within advertising, boutique, in-house and freelance roles, including work produced for the AFL. 

 

She has a Bachelor of Visual Communication and Design - Honours in Graphic Design from Massey University, Auckland and a Post Graduate Certificate in Business Management from Swinburne University, Melbourne.