Our Team

Our Team | Our Investment Beliefs | Media Centre

Brian CastieauBrian Castieau

Brian is a CERTIFIED FINANCIAL PLANNER™ professional. He is a frequent presenter and the author of the books A Visual Introduction to Salary Packaging and A Visual Introduction to Superannuation.

Brian meets ongoing education standards required by the Australian Securities and Investments Commission (ASIC) in relation to the financial services he provides. He is an Authorised Representative of Integralife (Auth. Rep No. 296136) and passed his Financial Adviser Standards and Ethics Authority (FASEA) exam on 25/05/2020.

Education and qualifications

  • Ethics and Professionalism in Financial Advice (FASEA approved bridging course)
  • Financial Advice Regulation (FASEA approved bridging course)
  • CFP®
  • SMSF Specialist Advisor™
  • Diploma of Financial Services (Financial Planning)
  • Bachelor of Arts (University of Western Australia)
  • Bachelor of Education (Murdoch University)

Experience

  • Industry experience since 2000

Memberships

  • Financial Planning Association
  • SMSF Association
  • Tax Practioners Board

View extract of A Visual Guide To Superannuation Sample (PDF, 744kb).

Rick HoudenRick Houden

Rick commenced working in the financial services sector in 1993. He has worked in banking, finance, private wealth management and foreign exchange roles in Australia, the UK and Ireland. Rick meets ongoing education standards required by the Australian Securities and Investments Commission (ASIC) in relation to the financial services he provides. He is an Authorised Representative of Integralife (Auth. Rep No. 333029) and passed his Financial Adviser Standards and Ethics Authority (FASEA) exam on 03/08/2020.

Education and qualifications

  • Ethics and Professionalism in Financial Advice (FASEA approved bridging course)
  • SMSF Specialist Advisor™
  • Accredited Aged Care Professional™
  • Graduate Diploma of Applied Finance and Investment
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Finance/Mortgage Broking Management)
  • Diploma of Financial Advising
  • Diploma of Business Management

Experience

  • Industry experience since 1993

Memberships

  • Association of Financial Advisers
  • Financial Planning Association
  • SMSF Association
  • Tax Practitioners Board

Jemma McGinleyJemma Armstrong

Jemma holds an Advanced Diploma of Financial Planning and specialises in life insurance advice. As a research assistant to financial advisers she has gained an intimate knowledge of laws, products and strategies to help clients achieve their goals. She has delivered a high level of service to a wide range of clients with regard to their life insurance, superannuation investment, mortgage and social security needs.

Jemma meets ongoing education standards required by the Australian Securities and Investment Commission (ASIC) Regulatory Guide 146. She is an Authorised Representative of Integralife (Auth. Rep No. 430011) and passed her Financial Adviser Standards and Ethics Authority (FASEA) exam on 30/09/2020.

Education and qualifications

  • Ethics and Professionalism in Financial Advice (FASEA approved bridging course)
  • Advanced Diploma Financial Planning
  • Diploma of Financial Planning
  • Advice in Superannuation
  • Certificate III Business

Experience

  • Industry experience since 2004

Memberships

  • Financial Planning Association

DebbieYour administration team

Debbie & Leyna do the hard work behind the scenes so that your adviser can provide you with great service. As experienced and accomplished administrators, they are great problem solvers who uses their experience to get results for you.

If you have any queries that don’t require that you speak to Rick, Brian or Jemma, they will be delighted to assist.