Office locations in Tweed Heads/Coolangatta and Gold Coast.

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Meet the team


Finance Manager and Senior Paraplanner

Finance Manager and Senior Paraplanner

Balancing work with semi-retirement, Ed has been a key driver in getting our Paraplanning Team up and running, and managing the day to day accounts of the business.

His great eye for detail, ensures all our documents, procedures and accounts are running smoothly, so that our advisers can focus entirely on servicing our clients.

With over 30 years experience as a Finance Manager and not long settled into retirement, we soon convinced him to come back to run our books and head our Paraplanning team.

His many years of Accounting and Management experience make him an asset for running our Paraplanning team and ensuring all documents, compliance, procedures and accounts are in place.

His formal qualifications include; Financial Management Program 1981 (Equivalent to Diploma), Management Practices Course, Personal Development Programme, Commerce (Accounting Procedures) Certificate, Fitting & Machining Trade Certificate 1966.

Developing efficient finance systems and recommending improvements to systems and processes ensures an efficient business matrix.

Our Blog


  • Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning.  I would definitely recommend your services to others. ...
    -Anna and Adam Brisbane, Feb 2015

  • We are extremely happy with the service that Oak Tree Financial Planning has offered us. Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time ...
    -Lloyd and Michelle Canberra, ACT Sept 2015


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