Emma the second eldest daughter of Colin, joined the company in March 2007. She started working in the Finance Industry in 2000 as a Personal Assistant to Colin, while he was a Financial Planner at Westpac. She spent 5 years based in London working as a Tax Consultant. Whilst overseas she commenced studying to become a Financial Planner and has been qualified since August 2007.

Emma has the following qualifications

• Fellow Chartered Financial Practitioner
• Accredited Adviser for Margin Lending and Geared Investments
• Accredited Adviser for Self Managed Superannuation Funds
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)
• Associate Diploma of Business (Legal Studies)

Kathy the eldest daughter of Colin has been with Complete Financial Planning since 2003 and been qualified as a Financial Planner for over 5 years. As a mother of 2 young children, Kathy has been able to work part time and establish a sucessful career in financial planning as well as raising her young family.

Kathy has the following qualifications

• Certificate 4 in Financial Planning
• Diploma of Financial Services (Financial Planning)
• Advanced Diploma of Financial Services
• Accredited Adviser for Margin Lending and Geared Investments

Colin has been in the Financial Planning Industry for 22 years. He spent 12 years with Westpac and then he chose to go out on his own to obtain his own Dealers License. The business was established in August 2002 with Colin and one office administrator. With his experience and knowledge of the financial industry, the business has grown over the last few years. It is now a family run business employing his wife Jane and his daughters Kathy and Emma who bought into the company in July 2010.

Colin has the following qualifications

• Diploma of Financial Planning
• Teaching Certificate
• Accredited advisor of Self Mangaged Superannuation Funds

Jane, Colin’s wife has been working in the family business since January 2007 after 35 years of teaching. Jane’s main role is as Personal Assistant to the planners.

Jane has the following qualifications

• Diploma of Kindergarten Teaching College
• Diploma of Technical Teachers

Sue, has been working for Complete FInancial Planning since July 2007. She previously worked in the Customer Service department at Westpac Bank.

Her previous experience in the finance industry makes Sue an excellent Office Manager.

Natali has been with Complete Financial Planning since March 2004. She was the Office Administrator for 3 years. Natali has been qualified as a Financial Planner since September 2007. Her main role in the office is as a Paraplanner and Financial Planner. Natali has commenced studying for the Advanced Diploma of Financial Services.

Natali is currently on maternity with her first child, Ethan and is aiming to return to CFP in 2012 part time.

Natali has the following qualifications

• Diploma of Financial Services (Financial Planning)
• Associate Diploma of Business (Legal Studies)

Denise joined CFP as a part-time paraplanner in June 2011.

With previous roles as a Practice Manager for an Insurance Broker and a Paraplanner for other boutique Financial Planning practices she is keen to expand her knowledge in the financial services industry. Denise is currently studying for her Certified Financial Planner accreditation which she hopes to complete in 2012.

Her interests include her family, learning acoustic guitar, supporting her favourite rubgy team (All Blacks) and keeping fit.